Nicholas Emmendorfer
Nicholas Emmendorfer is a registered investment advisor at Osaic Wealth, INC., based in Marquette, MI, with 2 years of industry experience. Nicholas 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
219 W Washington Street, Suite C, Marquette, MI, 49855
Get directionsHistory
Regulatory History (1)
Criminal
August 2012Other Business Activities
Nicholas is involved in several volunteer activities, including being Vice Chair/Club member of Superiorland Kiwanis Club and volunteering at Room at the Inn. He also owns a duplex and rents out one of the units.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
State Registrations1 state
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.