Scott Dorer
Scott Dorer is a registered investment advisor at Osaic Wealth, INC., based in Lansing, MI, with 38 years of industry experience. Scott 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
4293 Five Oaks Drive, Lansing, MI, 48911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a representative for Ataraxis Advisors LLC and Managed Money Concepts, both registered investment advisors. He also sells insurance and fixed annuities as an agent, and spends nearly full-time as an Investment Advisor Representative.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Ataraxis Advisors LLC
Previous Registrations
Managed Money Concepts
Securities America, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations15 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.