Matthew Buchheit
Matthew Buchheit is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Cincinnati, OH, with 11 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
1060 Nimitzview Drive Ste 120, Cincinnati, OH, 45230
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Regulatory History (1)
Financial
May 2019Other Business ActivitiesSells Insurance
Matthew is a sole proprietor agent selling and servicing life, health, property, and casualty insurance, as well as fixed annuities outside of Woodbury. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
State Registrations5 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.