Michael Hesse
Michael Hesse is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 47 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
18333 Egret Bay Boulevard, Suite 600, Houston, TX, 77058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a financial advisor at Texas Wealth Management, LLC, dedicating a significant amount of time to this role. He also owns a vacation rental condo and is an insurance producer, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Texas Wealth Management, LLC
Previous Registrations
Texas Wealth Management, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Atlantic Securities, INC.Broker
State Registrations37 states
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