Michael Duprez
Michael Duprez is a registered investment advisor at Osaic Wealth, INC., based in Myrtle Beach, SC, with 23 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
2411 N Oak St, Ste 305 S, Myrtle Beach, SC, 29577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent selling insurance, FIA, and fixed annuities since 2019, dedicating about 10-20% of his time to this. He also works as an investment advisor for Duprez Financial, spending about half his time soliciting based on client needs.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
State Registrations30 states
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