Michael Miller
Michael Miller is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Willoughby, OH, with 45 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
37850 Euclid Avenue, #3, Willoughby, OH, 44094
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Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Michael provides financial planning services under his IRIA, Michael G. Miller & Associates, dedicating full-time hours to this endeavor. He also engages in the sales and marketing of fixed annuities and non-variable insurance, as well as securities, investment advisory, and insurance products, spending a few hours per week on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Michael G. Miller & Associates, L.L.C.
Previous Registrations
Signator Investors, INC.
Michael G. Miller & Associates, L.L.C.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 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.