Matthew Brotherton
Matthew Brotherton is a registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, 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
7100 Forest Ave, Suite 101, Richmond, VA, 23226
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Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Matthew is the President of 1752 Insurance and an agent for 1752 Financial, Inc., focusing on fixed insurance sales and marketing, dedicating about 10-20% of his time to each. He also owns 1752 Financial Inc., conducting securities, investment advisory and insurance business, which takes nearly full-time hours, and introduces the owner of MIRA Genetix to physicians, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations25 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.