Matthew Martin
Matthew Martin is a registered investment advisor at Osaic Wealth, INC., based in Newport News, VA, 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
11825 Rock Landing Dr, York Bldg Ste 2C, Newport News, VA, 23606
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Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Matthew is a member of MCM Associates and a financial advisor at MCM Financial Management, where he dedicates full-time hours to investment advisory services, life insurance sales, and financial advising. He also sublets office space and chairs a business referral network, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations21 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.