Sharon Martin
Sharon Martin is a registered investment advisor at Profit Strategies, INC., based in Westlake Village, CA, with 26 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Profit Strategies, Inc. charges a fee based on a percentage of the assets they manage for you. The advisory fees generally range between 1% and 2% of assets. These fees are negotiable.
Location
31194 La Baya Drive, Suite 100, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 1995Customer Dispute
January 1988Employment Separation After Allegations
November 1987Other Business ActivitiesSells Insurance
Since 1999, Sharon has offered life insurance, group health/benefits, human resources consulting, and bookkeeping through Profit Strategies Inc., in addition to investment advisory services. As the President and owner, Sharon dedicates nearly full-time hours to these additional services.
Employment History
Current Registrations
Profit Strategies, INC.
Previous Registrations
Financial West Group
State Registrations1 state
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.