Briggs Matsko
Briggs Matsko is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sacramento, CA, with 49 years of industry experience. Briggs 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
8880 Cal Center Drive, Suite 220, Sacramento, CA, 95826-3229
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Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Briggs is an insurance agent offering various insurance products, dedicating about 10-20% of his time to these activities. He is also a limited partner/consultant for Matsko Consulting Group LLC, spending about a quarter of his time on consulting services, and co-authored a book.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Lincoln National Pension Insurance CompanyBroker
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 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.