Michael Woods is a registered investment advisor at Osaic Wealth, INC., based in Fleming Island, FL, 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
Fleming Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the treasurer for Lake Worth Dollars For Scholars, a non-profit scholarship program, and owns MLW Tax & Financial Services Inc, where he provides tax preparation, consulting, and payroll services. He also provides investment advisory services and notary services, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aragon Financial Services, INC.Broker
First Lauderdale Securities, INC.Broker
State Registrations15 states
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