Dale Yoder is a registered investment advisor at Osaic Wealth, INC., based in Bad Axe, MI, with 20 years of industry experience. Dale 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
1165 North Van Dyke Road, Bad Axe, MI, 48413
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is a participant in Pathways Financial Group LLC, and owner of Lake Huron Financial, focusing on tax and managerial tasks, dedicating a few hours per week. He also serves as an Elder at Pigeon River Mennonite Church and a Board Member at Rosedale International, spending minimal time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services, INC.Broker
State Registrations23 states
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