Martin Kelman is a CFP-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 44 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 552 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelman-Lazarov (K-L) offers several investment management programs where they manage your investments for a fee. The maximum fee is 1.15% per year, charged quarterly in advance. This fee is negotiable. The programs may use mutual funds and exchange-traded funds (ETFs), some of which may have higher internal expenses. K-L may use no-transaction-fee (NTF) funds, but these may have higher expense ratios. Clients also pay transaction-related costs.
Location
5100 Poplar Avenue, Suite 2805, Memphis, TN, 38137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is involved with several outside business activities. These include serving as chairman, IAR, and partner at Kelman-Lazarov, Inc. (RIA), working as an agent for Allegis Advisor Group (insurance agency), and serving on the board of multiple non-profit organizations. He also owns 50% of a trust asset.
Employment History
Current Registrations
Kelman Lazarov INC
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Titan/value Equities Group, INC.Broker
Cornerstone Financial Services, INC.Broker
State Registrations3 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.