Michael Rosenberg
Michael Rosenberg is a registered investment advisor at Osaic Wealth, INC., based in Maumee, OH, with 42 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
655 Beaver Creek Circle, Maumee, OH, 43537
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1997Other Business ActivitiesSells Insurance
Michael works as a financial professional at Savage and Associates, Inc. and Savage and Associates - Securities DBA, spending nearly full-time overseeing client investments and managing portfolios. Michael is also an insurance agent, selling life and health insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Savage and Associates, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations20 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.