Michael Mulvihill
Michael Mulvihill is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Jose, CA, 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
4030 Moorpark Ave Ste 120, San Jose, CA, 95117
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Regulatory History (2)
Customer Dispute
June 2013Regulatory
July 2012Other Business ActivitiesSells Insurance
Michael is an investment advisor representative (IAR) with SPF Corporate RIA. He also owns a sole proprietorship selling fixed annuities and term life insurance, and Boyd Tax Counselors, Inc., where he prepares personal and corporate income taxes, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Christopher Weil & Company, INCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Freeman Financial Services CorporationBroker
State Registrations35 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.