Michael Bonnell is a registered investment advisor at Osaic Wealth, INC., based in Rockville, MD, with 29 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
2440 Research Blvd., Suite 480, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the President of Investcorp Retirement Specialists, Inc. and Investone Retirement Specialists, Inc., focusing on sales and management. He also manages land development and acts as a landlord, dedicating minimal time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations29 states
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