Matthew Bednarz
Matthew Bednarz is a registered investment advisor at Osaic Wealth, INC., based in Dallas, TX, with 23 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
8080 N Central Expy, Suite 1700, Dallas, TX, 75206-3783
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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 Senior Partner, Registered Representative, and Investment Advisor Representative at Legacy Investment Services Inc., focusing on insurance and investment sales, dedicating full-time hours to this role. He also serves as a Director for Legacy Investment Services, Inc. and Legacy Advisor Network, Inc., spending about 10-20% of his time on each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Worth Financial Group INC.Broker
Legacy Financial Services, INC.Broker
State Registrations36 states
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