Nick Valenti
Nick Valenti is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 43 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
28411 Northwestern Hwy, Suite 1300, Southfield, MI, 48034
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Regulatory History (1)
Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Nick is the President/CEO of Platinum Wealth Solutions of Texas, LLC, dedicating about half of his time. He also serves as President of Michigan Financial Companies, Inc., a financial advisory firm, committing nearly full-time hours, and is involved with Valenti & Associates, Inc. selling traditional insurance products, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ws Griffith Securities, INC.Broker
Comerica SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.