Michael Vaules is a registered investment advisor at Osaic Wealth, INC., based in Wakefield, MA, with 26 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
500 Edgewater Drive, Suite 565, Wakefield, MA, 01880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a managing member of Flagstone Wealth Management, the LLC he uses as a DBA for his investment business, dedicating full-time hours. He also manages VAULES Family Partnership LLC, owns a commercial office building through MKBK Properties LLP, runs his advisory business through Gallagher Financial Advisors LLC, and services existing data integration contracts through Flagstone Data Services.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
F3logic, LLC
Independent Financial Group, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Securities America Advisors, INC.
Securities America, INC.Broker
Hanson Mcclain Retirement Network, LLCBroker
Gotleib Saline Retirement Planning, LLC
Securities America, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations14 states
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