Matthew Shahady
Matthew Shahady is a registered investment advisor at Onedigital, based in Huntersville, NC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
11330 Vanstory Drive, Ste 114A, Huntersville, NC, 28078
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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 financial advisor at Derse Morgen and, through a third-party marketing organization, provides long-term care options and/or becomes the agent of record for existing long-term care policies. He also serves as VP/Registered Agent with a 2% ownership share in G&G Lakefront LLC, a family-owned residential real estate property, spending minimal time on this.
Employment History
Current Registrations
Onedigital
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations19 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.