Michael Cullen
Michael Cullen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Francisco, 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
90 New Montgomery, Suite 1020, San Francisco, CA, 94105
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Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Michael is a trustee, assisting with trust administration, and owns Cullen Financial Advisors, recommending investments and money managers. He also sells life, disability, and long-term care insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cullen Financial Advisors
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Equitec Securities CompanyBroker
State Registrations25 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.