Thomas Duncan
Thomas Duncan is a registered investment advisor at Osaic Wealth, INC., based in Ann Arbor, MI, with 25 years of industry experience. Thomas 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
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI, 48105
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Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Thomas is an Investment Advisor Representative (IAR) with Vision Capital Partners, dedicating about 10-20% of his time to financial advice and fee-based investment management. He is also a licensed insurance agent selling life insurance policies, spending a few hours per week on this activity, and the president of VCP Detroit, managing the business for minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Vision Capital Partners
Previous Registrations
Hn Wealth Advisors
Triad Advisors LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations12 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.