Michael Napier
Michael Napier is a registered investment advisor at Osaic Wealth, INC., based in Topeka, KS, with 21 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
2231 SW Wanamaker Rd, Ste 100, Topeka, KS, 66614-4275
Get directionsHistory
Regulatory History (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Michael is an investment advisor through Cordell Wealth Management and Cordell & Associates, dedicating about a quarter of his time and full-time respectively. He also works with various insurance carriers as a financial advisor and serves as Lead Minister/President for Kingdoms United, Inc., a non-profit religious organization, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Waddell & Reed
Waddell & ReedBroker
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations20 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.