Michael Dollins
Michael Dollins is a registered investment advisor at Osaic Wealth, INC., based in Los Alamitos, CA, 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
Los Alamitos, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 1997Other Business Activities
Michael is the owner and advisor at Dollins Financial Solutions, Inc., managing investment portfolios for clients, dedicating about 10-20% of his time. He also plays poker occasionally in casinos for money, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Dollins Financial Solutions, INC.
Royal Alliance Associates, INC.Broker
Advantage Capital CorporationBroker
Fortis Investors, INC.Broker
State Registrations19 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.