Michael Hanson
Michael Hanson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Camarillo, CA, with 18 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
340 Rosewood, Suite P, Camarillo, CA, 93010
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2018Criminal
January 1986Customer Dispute
September 1985Other Business ActivitiesSells Insurance
Michael owns Brent Hanson Studio, producing and selling art, and spends about a quarter of his time on it. He also owns Camarillo Tax Team, routing client information to CPAs, and dedicates about half his time to this. Michael is also a director for Oxford Flats at Wagon Wheel Homeowners Association, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations9 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.