Michael Bateman
Michael Bateman is a registered investment advisor at Osaic Wealth, INC., based in Provo, UT, with 37 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
5314 River Run Drive, Suite 300, Provo, UT, 84604
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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
Michael is an insurance agent at BJO Capital Management, Inc., offering various insurance products, and also uses the company name for marketing purposes; these activities take nearly full-time. He also works as a property manager and provides consulting services, dedicating minimal time to property management and about 10-20% of his time to consulting.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Bjo Capital Management INC
Sentra Securities CorporationBroker
State Registrations11 states
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