Roger Matson
Roger Matson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richland, WA, with 38 years of industry experience. Roger 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
114 Columbia Point Dr., Suite D, Richland, WA, 99352
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Roger is an insurance agent with licenses in property, casualty, life, disability, and VA, focusing on variable annuities, and spends minimal time on this. He is also a co-trustee of family trusts and the owner/manager of MCM Advisory, LLC, a registered investment advisor, taking nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Mcm Advisory, LLC
Previous Registrations
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.