Michael Higgins
Michael Higgins is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Manhasset, NY, with 28 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
1615 Northern Blvd, Suite 305, Manhasset, NY, 11030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael works as a financial advisor and in sales, focusing on fixed annuities and insurance. He dedicates minimal time to this activity, researching and recommending insurance and annuity solutions for clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
Woodbury Financial Services, INC.Broker
Metlife Securities INC.Broker
Hornor, Townsend & Kent, INC.Broker
Prime Capital Services, INC.Broker
Essex National Securities, INC.Broker
Citicorp Investment ServicesBroker
Chase Investment Services CORP.Broker
Josephthal & CO., INC.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.