Michael Momper
Michael Momper is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Maggie Valley, NC, with 31 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
Maggie Valley, NC
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Regulatory History (1)
Customer Dispute
May 2021Other Business ActivitiesSells Insurance
Michael is the President of Goal Line Financial, LLC, where he evaluates client insurance needs and implements strategies, dedicating about 10-20% of his time. He also owns rental property, serves on the Saint Xavier Booster Board and Serenelli Project board, and is President of Goal Line Wealth Management LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations10 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.