Michael Campbell
Michael Campbell is a registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 24 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
10900 NE 4th Street, Ste 2300, #2413, Bellevue, WA, 98004
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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.