Daniel Rausch is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Grandville, MI, with 10 years of industry experience. Daniel 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
4320 44th Street SW, Suite 102, Grandville, MI, 49418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a licensed CPA in Michigan, providing tax preparation and advisory services as a sole proprietor, dedicating minimal time to this activity. He is also a sole proprietor and licensed commercial real estate broker since 2002, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Aw Securities
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 states
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