Matthew Spedden
Matthew Spedden is a registered investment advisor at Osaic Wealth, INC., based in Preston, MD, with 22 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
147 Main Street, Preston, MD, 21655
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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
Matthew works as an agent for Heritage Financial Consultants LLC, offering various insurance products including accident and health, disability, annuities, and life insurance. This takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Ferris, Baker Watts, LLCBroker
Ferris, Baker Watts, LLC
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Global Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations8 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.