Michael Klimis
Michael Klimis is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Palm Harbor, FL, 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
35002 Us Highway 19 North, Palm Harbor, FL, 34684
Get directionsHistory
Regulatory History (1)
Regulatory
October 1991Other Business ActivitiesSells Insurance
Michael is associated with Klimis & Associates Advisory Inc. and FSC Agency, which involves insurance. He also serves on the board of directors for Clearwater Free Clinic, dedicating minimal time to property development and renovation matters.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Klimis & Associates Advisory, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Market Securities CorporationBroker
O. R. Securities, INC.Broker
Hda Service CorporationBroker
Wzw Financial Services, INC.Broker
Nies Financial CorporationBroker
State Registrations16 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.