Glenn Matecun is a registered investment advisor at Osaic Wealth, INC., based in Burton, MI, with 9 years of industry experience. Glenn 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
4512 S Saginaw Street, Burton, MI, 48439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glenn is an owner/attorney at Glenn R. Matecun, PC and Matecun, Thomas & Olson, PLC, a law firm specializing in elder law and estate planning. He dedicates nearly full-time hours to this activity, with about half of his time occurring during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Prosperity Wealth Management, INC.
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
State Registrations1 state
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