Michael Natale
Michael Natale is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in East Norriton, PA, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
2100 Swede Rd, East Norriton, PA, 19401
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2019Judgment / Lien
September 2019Judgment / Lien
July 2019Other Business ActivitiesSells Insurance
Michael is a partner at Foundation Capital Management, LLC, a registered investment advisor, dedicating a few hours per week to financial planning and asset management. He also works as an independent contractor for the same firm, spending minimal time on fixed insurance and annuity sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Foundation Capital Management, LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
John Hancock Distributors, INC.Broker
State Registrations23 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.
Exams
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