Michael Lynch
Michael Lynch is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Weston, FL, with 41 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
Weston, FL
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2010Customer Dispute
April 2010Customer Dispute
July 2006Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Michael is an insurance agent with Money Matters of America since 1985, offering various insurance products, dedicating about 10-20% of his time. He also works as a consultant for Money Matters of America Inc, consulting clients on life planning issues, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Independent Advisers Group CORP
Fortis Investors, INC.Broker
Osaic Fs, INC.Broker
Dean Witter Reynolds INC.Broker
National Discount Securities CORP.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations10 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.