Michael Kortz
Michael Kortz is a registered investment advisor at Osaic Wealth, INC., based in Boulevard, CA, 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
Boulevard, CA
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Regulatory History (1)
Criminal
July 1985Other Business ActivitiesSells Insurance
Michael owns Backcountry Insurance Services, where he works as an independent insurance agent/broker for various insurance products and annuities, taking about half of his time. He is also an Investment Advisor Representative for Securities America Advisors through Kortz Advisors, dedicating a few hours per week, and assists his mother with her finances as her Power of Attorney and Trustee.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 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.