Matthew Obradovich
Matthew Obradovich is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Akron, OH, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
Akron, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns rental real estate and is a co-owner of Obradovich Enterprises LLC, a consulting business. He also owns MDO Group LLC, where he manages practice expenses, dedicating a few hours per week to each business.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLCBroker
LPL Financial LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial CorporationBroker
M Holdings Securities, INC.Broker
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Shepard & Vrbanac Securities, INC.Broker
State Registrations7 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.