Michael Murray
Michael Murray is a registered investment advisor at Osaic Wealth, INC., based in O'Fallon, MO, with 30 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
1073 E Terra Lane, O'Fallon, MO, 63366
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
Michael is an ordained minister legally marrying couples, dedicating minimal time to this activity. He also referees soccer and basketball games for St. Charles Borromeo Parish/School, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
State Registrations21 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.