Micheal Gilbert is a registered investment advisor at Osaic Wealth, INC., based in Monroe, LA, with 24 years of industry experience. Micheal 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
2401 Tower Drive, Monroe, LA, 71201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Micheal works as a financial advisor and CPA for Entrust Investment Advisory LLC and Graham, Bordelon & Co. Inc, spending about 10-20% of his time at Entrust and nearly full-time at Graham, Bordelon & Co. Inc. He also is a member of K&M Equipment LLC, an equipment rental company, dedicating minimal time to administrative tasks and passive investment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Graham, Bordelon, Golson & Gilbert, INC.
Previous Registrations
Entrust Investment Management LLC
Triad Advisors LLCBroker
State Registrations10 states
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