Martin Kelman is a CFP-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 45 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 579 clients with $890M 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 | 1.15% |
Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.
Fee Estimator
Location
5100 Poplar Avenue, Suite 2805, Memphis, TN, 38137
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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.
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.
Exams
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