Michael Gleason
Michael Gleason is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Antonio, TX, with 36 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
3522 Paesanos Parkway, Suite 100, San Antonio, TX, 78231
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Regulatory History (1)
Judgment / Lien
May 2023Other Business ActivitiesSells Insurance
Michael is an agent for Platinum Wealth Solutions of Texas, selling fixed annuities and non-variable insurance, dedicating about 10-20% of his time. He is also a Private Wealth Advisor for Platinum Wealth Solutions of Texas, LLC, spending full-time selling securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Bok Financial Advisors
The Milestone Group, INC.
Bok Financial Securities, INC.Broker
Weaver Tidwell Capital, LLCBroker
Weaver Wealth Management
1st Global Advisors INC
1st Global Capital CORP.Broker
USAA Investment Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
USAA Investment Management CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Investment Brokers of AmericaBroker
State Registrations3 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.