Steven Morse
Steven Morse is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Ann Arbor, MI, with 36 years of industry experience. Steven 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
3680 W Liberty Rd, Ann Arbor, MI, 48103
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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
Steven is a licensed agent for life insurance and fixed annuities and a member of Liberty Office Center LLC, a commercial real estate venture. He is also the President of Steven Morse & Company, an S Corporation providing tax and financial planning services, taking nearly full-time hours, and a passive member of Morse Family LLC, an investor in commercial real estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Sigma Financial CorporationBroker
Titan/value Equities Group, INC.Broker
Mutual Service CorporationBroker
State Registrations18 states
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