Michael Khoury
Michael Khoury is a registered investment advisor at Osaic Wealth, INC., based in Edina, MN, with 52 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
200 Southdale Ctr, Office Number 192, Edina, MN, 55435
Get directionsHistory
Regulatory History (1)
Regulatory
March 2011Other Business ActivitiesSells Insurance
Michael is an insurance agent offering life and disability insurance since 2000, and assists with life settlements since 2022, dedicating about a quarter of his time to these activities. He also works as a consultant for Project Read, focusing on marketing strategies and sales, and owns MKG Financial, LLC for payroll administration.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Locust Street Securities, INC.Broker
Cna Investor Services, INC.Broker
Cigna Securities, INC.Broker
Cg Equity Sales CompanyBroker
State Registrations13 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.