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Daniel Michelon

Osaic Wealth, INC.
22 Years of Experience
Bedford, NH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Michelon is a registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 22 years of industry experience. Daniel 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.

Osaic Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9240 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

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.

View Full SEC Brochure

Location

116 South River Road, Building D, Suite 5, Bedford, NH, 03110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2016
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
September 2023 - Present · 3 yrs 1 mo
Osaic Wealth, INC.
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Sagepoint Financial, INC.Broker
July 2019 - September 2023 · 4 yrs 2 mos
Sagepoint Financial, INC.
July 2019 - September 2023 · 4 yrs 2 mos
Capital Financial Services, INC.
October 2016 - July 2019 · 2 yrs 9 mos
Capital Financial Services, INC.Broker
April 2014 - July 2019 · 5 yrs 3 mos
Questar Capital CorporationBroker
February 2008 - December 2013 · 5 yrs 10 mos
Usallianz Securities, INC.Broker
September 2002 - August 2006 · 3 yrs 11 mos
New England SecuritiesBroker
June 2001 - January 2002 · 7 mos
State Registrations10 states
CAMAMDMENCNHOKRIVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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