Bruce Slater
Bruce Slater is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Northville, MI, with 39 years of industry experience. Bruce 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
Northville, MI
Get directionsHistory
Regulatory History (7)
Customer Dispute
November 2019Customer Dispute
July 2017Customer Dispute
October 2016Customer Dispute
June 2016Customer Dispute
December 2015Customer Dispute
November 2014Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Bruce is an election inspector and a partner in Ridgewood Energy, dedicating minimal time to each. He also holds an insurance license since 1984, but hasn't actively sold insurance in the last six years.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Mariner Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations41 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.