Matthew Smartt is a registered investment advisor at Osaic Wealth, INC., based in Belmont, MI, with 10 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
2325 Belmont Center Dr. Ne, Suite A, Belmont, MI, 49306
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an associate advisor at Henrickson Nauta Wealth Advisors and an advisor at Triad Advisors, Inc., dedicating about half of his time to each. He also works as a wealth advisor at Henrickson Nauta Retirement Advisors, LLC, which is nearly a full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Henrickson Nauta Wealth Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
State Registrations9 states
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