Michael Holbrook
Michael Holbrook is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Walnut Creek, CA, with 35 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
1212 Broadway Plaza, Suite 2100, Walnut Creek, CA, 94596
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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 an advisor at Southland Equity Partners, dedicating about half his time to providing investment advice. He also owns Diablo Benefit Group, where he spends full-time hours on employee benefits and insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Southland Equity Partners, LLC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Sentra Securities CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations3 states
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