Michael Quick
Michael Quick is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, 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
1511 N. Westshore Blvd., Suite 1100, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Michael conducts investment and insurance business through Signature Financial Solutions, LLC, dedicating nearly full-time hours to sales and marketing of securities, investment advisory, and insurance products. He also spends a few hours per week on sales/marketing of fixed annuities and non-variable insurance through Signature Financial Solutions, LLC, and a minimal amount of time on The Partners Network, a silent company used to pay John Hancock commissions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations17 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.