Michael Mccormick is a registered investment advisor at Osaic Wealth, INC., based in Indianapolis, IN, with 17 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
9165 Otis Ave Ste 108, Indianapolis, IN, 46216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a trustee for the McCormick Family Trust, treasurer for Valley Mills Friends Meeting Inc and Friendship Club Inc, and managing member of Mackendron Real Investments LLC. He also dedicates nearly full-time hours as President/CPA at CP Accountant Inc and minimal time as a partner at CP Accountants LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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