Michelle Metzger
Michelle Metzger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Cincinnati, OH, with 26 years of industry experience. Michelle 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
8044 Montgomery Road, Suite 530, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Michelle is the owner of Sage Wealth Management, LLC, a legal entity through which business expenses are managed, dedicating minimal time. She also works as an agent offering and servicing fixed insurance products, including fixed annuities, disability, and traditional life insurance, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
State Registrations31 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.