Michael Agnello
Michael Agnello is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in West Palm Beach, FL, with 34 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
712 North Olive Avenue, West Palm Beach, FL, 33401-4015
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Regulatory History (1)
Regulatory
December 2015Other Business ActivitiesSells Insurance
Michael is the President of Agnello Financial Group, Inc., acting as chief investment officer and compliance officer, dedicating full-time hours. He also engages in real estate activities and is an insurance licensee, spending about 10-20% of his time on insurance-related sales and service.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Agnello Financial Group, INC.
Previous Registrations
Fsc Securities CorporationBroker
Market Securities CorporationBroker
Investacorp, INC.Broker
State Registrations20 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.