Michael Hass
Michael Hass is a registered investment advisor at Osaic Wealth, INC., based in Rochester Hills, MI, with 32 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
Rochester Hills, MI
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Regulatory History (1)
Financial
March 2016Other Business ActivitiesSells Insurance
Michael is an insurance agent with Stellar Financial Services since 2006, selling health insurance, fixed and indexed annuities, and life insurance, dedicating minimal time. He also owns rental property in Florida and presents Social Security workshops for informational purposes, both requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Comerica SecuritiesBroker
Olde Discount CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.