Michael D'epagnier
Michael D'epagnier is a registered investment advisor at Osaic Wealth, INC., based in Brighton, CO, with 35 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
193 S 27th Avenue, Ste. 300, Brighton, CO, 80601
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Regulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Michael is an insurance agent selling term life insurance and fixed annuities since 1991. He also co-owns Brighton Financial Center LLC, which owns the office building where his office is located, and owns a majority stake in Mutual Asset Corp., used for payroll and benefits, dedicating minimal time to these ventures.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
United Pacific Securities, INC.Broker
Investment Centers of America, INC.Broker
First American National Securities, INC.Broker
State Registrations30 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.