Michael Diemer
Michael Diemer is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bonita Springs, FL, with 53 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
Bonita Springs, FL
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Regulatory History (1)
Regulatory
November 2010Other Business ActivitiesSells Insurance
Michael is an agent for Northpoint Advisors, Inc. selling life, health, annuity, and LTC insurance, dedicating minimal time to this. He is also a part owner of Safety Net Resources, Inc., which sells group disability insurance, but he does not participate in sales or services. Additionally, Michael reviews variable annuity holdings of clients for various insurance companies, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations42 states
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.