Michael Clark
Michael Clark is a registered investment advisor at Osaic Wealth, INC., based in Manasquan, NJ, with 43 years of industry experience. Michael 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
2517 Highway 35, Suite 202, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (8)
Judgment / Lien
January 2015Judgment / Lien
October 2014Judgment / Lien
September 2014Judgment / Lien
December 2010Judgment / Lien
July 2009Judgment / Lien
January 2009Judgment / Lien
April 2008Judgment / Lien
March 2004Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
MML Investors Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations19 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.