Matthew Calhoun
Matthew Calhoun is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Columbus, OH, 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
6800 Schrock Hill Court, Columbus, OH, 43229
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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 silent partner in a salon, owns multiple businesses including cigar lounges and a male grooming salon, and volunteers for the National Football Foundation. He also works as an advisory rep for a RIA, conducts securities and variable insurance business, and sells fixed annuities and non-variable insurance, dedicating a significant amount of time to these financial activities.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
First Financial Equity Corporation
First Financial Equity CorporationBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
PFS Investments INC.Broker
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.