Matthew Schroeder is a registered investment advisor at Osaic Wealth, INC., based in Winona, MN, with 2 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
160 Lafayette St, Winona, MN, 55987
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an assistant track and field coach at Winona Senior High School since 2023 and a seasonal coach at Saint Mary's University of Minnesota since 2025. These activities take a few hours per week each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
State Registrations8 states
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