Matthew Stegman
Matthew Stegman is a registered investment advisor at Osaic Wealth, INC., based in Weeki Wachee, FL, with 24 years of industry experience. Matthew 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
17348 Nicasio Jay Avenue, Weeki Wachee, FL, 34614-0400
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Regulatory History (1)
Criminal
April 2020Other Business ActivitiesSells Insurance
Matthew is the President of FloridaFin, an S Corp, where he reviews accounts with clients and may provide insurance recommendations or sell insurance, dedicating a few hours per week. He also serves as Treasurer for GlenLakes Men's Golf Association, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Edward JonesBroker
Sagepoint Financial, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations30 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.