Matthew Baker
Matthew Baker is a registered investment advisor at Osaic Wealth, INC., based in Munster, IN, 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
9245 Calumet Avenue, Suite 202, Munster, IN, 46321
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Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Matthew is the President/CEO of Baker Consulting DBA Matthew Baker Inc, providing financial planning, annuities, mutual funds, and insurance information, dedicating about a quarter of his time. He also works as an accountant for Matthew Baker Inc. and Matthew Baker Wealth Partners, spending a few hours per week on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations12 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.