MH
CFP
MH
CFP

Michael Hutto

27 Years of Experience
Carmel, IN
BrokerSells Insurance

Michael Hutto is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Carmel, IN, with 27 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

11611 N. Meridian Street, Suite 300, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a Senior Consultant in the Insurance Division at MarketShare Financial, offering various insurance products and services, and also a Registered Representative/Investment Advisory Representative there. He also volunteers with the Boy Scouts of America, dedicating about 10-20% of his time.

Employment History
Current Registrations
Osaic Wealth, INC.
April 2019 - Present · 7 yrs 1 mo
Osaic Wealth, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Independent Advisers Group CORP
December 2005 - December 2016 · 11 yrs
Lincoln Financial Securities Corporation
February 2004 - April 2019 · 15 yrs 2 mos
Lincoln Financial Securities CorporationBroker
January 2003 - April 2019 · 16 yrs 3 mos
Intersecurities, INC.Broker
December 2000 - December 2002 · 2 yrs
MML Investors Services, INC.Broker
August 1998 - November 2000 · 2 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.