Michael Mcgavin
Michael Mcgavin is a registered investment advisor at Osaic Wealth, INC., based in Warrenville, IL, with 21 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
27575 Ferry Rd, Ste 101, Warrenville, IL, 60555
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Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Michael works as an insurance agent selling and servicing fixed insurance products since 2004. This activity takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Harrisdirect LLC
Harrisdirect LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ws Griffith Securities, 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.