Mark Davis
Mark Davis is a registered investment advisor at Osaic Wealth, INC., based in Farmington Hills, MI, with 35 years of industry experience. Mark 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
Farmington Hills, MI
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Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Mark is a manager at Haas Wealth Management Center LLC, where he is involved in insurance activities and sells life insurance and fixed annuities. He also assists a small number of clients with tax preparation and prepares tax returns.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Haas Wealth Management Center LLC
Dalton Strategic Investment Services INC.Broker
Haas Financial Services INC
Haas Financial Products, INC.Broker
CUNA Brokerage Services, INC.Broker
Haas Financial Products, INC.Broker
CUNA Brokerage Services, INC.Broker
New England SecuritiesBroker
Haas Financial Products, INC.Broker
Phoenix Equity Planning CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.