Matthew Champion
Matthew Champion is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Syracuse, NY, with 20 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
225 Wilkinson St, Syracuse, NY, 13204
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Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
Matthew sells insurance products, including Medicare, to clients through a sole proprietorship, dedicating a few hours per week. He is also the President of Excelsior Wealth Partners, LLC, where he works full-time as an office manager, and owns a foreclosed property with the intent to renovate and sell, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Pruco Securities, LLC.Broker
State Registrations37 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.