Matthew Nawrocki
Matthew Nawrocki is a registered investment advisor at Osaic Wealth, INC., based in Rochester, MI, with 14 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
Rochester, MI
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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 involved in several activities, including sales/marketing of fixed annuities and non-variable insurance, sales/marketing of securities, investment advisory, and insurance products through Nawrocki Wealth Management. He also provides consulting services to Bell & Associates and Noblemark Financial Strategies, assisting with investment models, rebalancing, research, and trading.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Catalyst Capital Advisors LLC
Alt Fund Distributors LLCBroker
Royal Alliance Associates, INC.Broker
Guggenheim Funds Distributors, LLCBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations7 states
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