Michael Byrne
Michael Byrne is a registered investment advisor at Osaic Wealth, INC., based in Collingswood, NJ, with 38 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
900 Haddon Avenue, Suite 432, Collingswood, NJ, 08108
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Michael is an insurance agent offering life insurance, fixed/equity indexed annuities, and accident and health insurance products, dedicating minimal time to these activities. He is also a co-owner and trustee of Integrity 5 LLC's 401k and profit sharing plan, and owns a beach home rental property.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations18 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.