Daniel Michelon
Daniel Michelon is a registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 22 years of industry experience. Daniel 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
116 South River Road, Building D, Suite 5, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Daniel is the President/Owner of Crown Capital Advisors Inc, spending nearly full-time on this role, including fixed insurance sales. He also co-owns Dow Holdings LLC, a real estate holding company, and occasionally sells life insurance and fixed annuities, and uses "Brayshaw Financial Group" as a DBA.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
New England SecuritiesBroker
State Registrations10 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.