Michael Sleasman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Clifton Park, NY, with 20 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
659 Plank Road, Clifton Park, NY, 12065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as a Lieutenant/EMT for the Albany City Fire Department, dedicating full-time hours to this role. He is also a shareholder in FCC Holdings, LLC, requiring minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Tsa Management INC
Tsa Management INC
Halliday Financial, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 states
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