Michael Primerano
Michael Primerano is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Mayfield Hts, OH, with 23 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, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
5900 Landerbrook Drive, Suite 205, Mayfield Hts, OH, 44124
Get directionsHistory
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 at ASH Brokerage since 2009, dedicating about 10-20% of his time to insurance brokerage sales. He also has a 1/3 ownership in Arbor Group Advisors, LLC, a marketing and services group for Advisor Group related companies, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Cedar Brook Group
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations15 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
More Advisors
- Dean Weemhoff, CFPOsaic Advisory Services, LLC
- Theodore LorenzenOsaic Advisory Services, LLC
- Bradley SchlangOsaic Advisory Services, LLC