Bryan Poirier
Bryan Poirier is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Traverse City, MI, with 34 years of industry experience. Bryan 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
Traverse City, MI
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Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Bryan works as an agent at 3rd Coast Financial, an insurance agency, and dedicates about a quarter of his time to insurance sales. Bryan also works as a professional musician, spending about a quarter of his time performing music at venues.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Securian Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Morgan Stanley Dw INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
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.