Daniel Thomas
Daniel Thomas is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Troy, MI, with 45 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
901 Tower Drive, Suite 180, Troy, MI, 48098
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1999Customer Dispute
September 1994Other Business ActivitiesSells Insurance
Daniel owns Thomas Financial Group LLC, where he sells and services fixed life, annuity, and long-term care insurance, dedicating about a quarter of his time. He is also a director of a condo association in Florida, spending a few hours per week, and an insurance agent working with AdvisorShare.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Affiliated Advisors, INC.
Ing Financial Partners, INC
Washington Square Securities, INC.
Ing Financial Partners, INC.Broker
North American Financial Group, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 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.