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Martin Saltzman

Fortitude Advisory Group L.L.C.
43 Years of Experience
Toms River, NJ
BrokerSells Insurance
View SEC Summary
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Martin Saltzman is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Toms River, NJ, with 43 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $470M in assets under management.

Fortitude Advisory Group L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
622 clients
Average Client Portfolio
$752K average
Assets Under Management
$467.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

81 East Water Street, Suite 1B, Toms River, NJ, 08753

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Martin sells fixed insurance products, including term, whole, long-term care, and health insurance. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
January 2008 - Present · 18 yrs 9 mos
Leigh Baldwin & CO., LLCBroker
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
Afm Investments, INC.Broker
January 2005 - February 2006 · 1 yr 1 mo
Karel Gordon Investment Associates INC
November 2004 - December 2007 · 3 yrs 1 mo
Afm Investments, INC.Broker
February 1990 - December 2004 · 14 yrs 10 mos
Network 1 Financial Securities INC.Broker
July 1988 - March 1990 · 1 yr 8 mos
First Affiliated Securities, INC.Broker
November 1987 - August 1988 · 9 mos
Monmouth Investments, INC.Broker
January 1985 - November 1987 · 2 yrs 10 mos
Kobrin Securities, INC.Broker
May 1983 - January 1985 · 1 yr 8 mos
State Registrations12 states
AZCTFLKYNCNJNYPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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