Matthew Drehs is a registered investment advisor at Osaic Wealth, INC., based in Torrance, CA, 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
19191 S. Vermont, Suite 100, Torrance, CA, 90502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the Chairman of the Finance Board/President for a religious organization, manages rental property through Cardinal Crossroads, LLC, and is a Notary Public. He also works as a financial planner for Legacy Financial Group, LLC (nearly full-time) and acts as a trustee and power of attorney for family members.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Legacy Financial Group
Previous Registrations
Sagepoint Financial, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 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.