Michael Austin
Michael Austin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Baton Rouge, LA, with 39 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
8675 Bluebonnet Blvd Ste A, Baton Rouge, LA, 70810
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Michael is an independent life and health insurance agent, dedicating about half of his time to selling and servicing these products. He is also an Investment Advisor Representative (IAR) with Securities America Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Pan-American Financial AdvisersBroker
Proequities, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
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.