Matthew Oberdorfer is a registered investment advisor at Oic Financial, based in Gahanan, OH, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 6 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Financial Planning Clients pay 0.75% of assets under management. Fees are negotiable. Investment Management clients with $1,000,000 or more in assets under management also receive Financial Planning for free.
Fee Estimator
Location
153 N. High St, Gahanan, OH, 43230
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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.
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Matthew is an airline pilot, dedicating about 10-20% of his time to this role. He is also a Lieutenant Colonel in the United States Marine Corps Reserve and owns Haroved LLC (a property management company) and PVOHA LLC (a real estate investing company).
Employment History
Current Registrations
Oic Financial
State Registrations2 states
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