Matthew Wochos
Matthew Wochos is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 25 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
6263 N. Scottsdale Rd, Suite 385, Scottsdale, AZ, 85250
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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 is a managing member of MKG Advisors, LLC, an LLC for tax purposes, since 2006. He is also a Managing Director at LIQD Investments since 2020, spending nearly full-time providing advisory services including investment of client capital, financial planning services, insurance services and sales and retirement plan advisement.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Securian Financial Services, INC.Broker
State Registrations24 states
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