Matthew Hill
Matthew Hill is a registered investment advisor at Osaic Wealth, INC., based in Huntington, NY, with 22 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
191 New York Avenue, 2nd Floor, Huntington, NY, 11743
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Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Matthew operates as a financial advisor through Client Focused Advisors, a DBA, and also works as an insurance broker selling various insurance products. He also serves as a trustee for his immediate family and owns CFA Benefits Group Inc., used for internal business practices.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Nylife Securities 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.