Mark Drouillard
Mark Drouillard is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sterling Heights, MI, with 32 years of industry experience. Mark 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
12900 Hall Rd Ste 390, Sterling Heights, MI, 48313
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Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Mark is an investment advisor representative with Securities America Advisors and president of Patrick Henry, Inc., a business advisory firm. He also provides management services for his financial planning firm and is a passive owner of a tax and accounting business; he dedicates a few hours per week to fixed insurance products and about half his time to managing his financial planning firm.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Professional Asset Management, INC.Broker
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
Locust Street Securities, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.