Michael Campbell
Michael Campbell is a registered investment advisor at Osaic Wealth, INC., based in Seattle, WA, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Seattle, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Michael is a board member for the Friends of Laurelhurst Foundation and a council member for the Fred Hutch Professional Advisory Council, dedicating minimal time to each. He also works as an insurance agent for Pacific Capital Resource Group, spending about 10-20% of his time providing life and disability insurance services, and owns rental property in Arizona, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Palisades Investment Advisors, INC.
Securities America, INC.Broker
U.S. Bancorp Investments, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations7 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.
Exams
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