Peter Cain
Peter Cain is a registered investment advisor at Osaic Wealth, INC., based in Detroit, MI, with 41 years of industry experience. Peter 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
250 E Harbortown Drive, # 1212, Detroit, MI, 48207
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Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Peter sells fixed insurance and annuities, disability insurance, long-term care insurance, and dental insurance, dedicating about 10-20% of his time. He is also a partner and executive vice president at Great Lakes Financial Advisors Group and owns Peter Cain @ Associates LLC for tax purposes, and is an advisory board member at Trusted Advisors Investment Council.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
Connecticut Mutual Financial Services, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations17 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.