Michael Nakowicz
Michael Nakowicz is a registered investment advisor at Oneamerica Securities, INC., based in Warwick, RI, with 4 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
1464 Warwick Ave, Warwick, RI, 02888
Get directionsHistory
Regulatory History (1)
Criminal
January 2002Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
The Leaders Group, INC.Broker
State Registrations6 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.
Exams
More Advisors
- Richard Davis, CFALPL Enterprise, LLC
- Richard Ranone, CFPJanney Montgomery Scott LLC
- Casey Tenney, CFPDatum Wealth Management
- Rick Campbell, ChFCFinancial Independence, LLC
- Laura Lincoln, CFPDatum Wealth Management
- William Demayo, CFPMML Investors Services, LLC