Michael Bean
Michael Bean is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 22 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
6190 Powers Ferry Road, Suite 230, Atlanta, GA, 30339
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 involved in several business activities, including working as an agent for Infinity Financial LLC selling life insurance, owning Divorce Sense LLC, working as an originator for Kennedy Financial, and owning Infinity Financial Partners, which provides financial planning and wealth management. He also owns Infinity Advisory Services, a holding company, and is a board member for Free TV Networks, and a member of M&J FULFILL LLC. He dedicates a full-time effort to Infinity Financial Partners.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Triad Advisors, INC.
Triad Advisors, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations30 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.