Matthew Echaniz
Matthew Echaniz is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 27 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Matthew provides continuing education for insurance agents, registered representatives, and CPAs, dedicating minimal time to this activity. He also owns StretchLab Virginia Beach, LLC, spending about 10-20% of his time hiring and managing the franchise general manager and providing financial funding.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
State Registrations1 state
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.