Michael Danter
Michael Danter is a registered investment advisor at Osaic Wealth, INC., based in Sunnyvale, TX, with 40 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
223 Sunray Lane, Sunnyvale, TX, 75182
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2006Judgment / Lien
September 1991Other Business ActivitiesSells Insurance
Michael is a sole proprietor involved in bookkeeping, rental property management, and collecting rental income since 2006, dedicating minimal time to this. Additionally, Michael has been involved in insurance sales, including life and health, since 1981, dedicating about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Multi-Financial Securities CorporationBroker
National Planning CorporationBroker
Signal Securities, INC.Broker
Principal Financial Securities,inc.Broker
Securities Management & Research, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations2 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.