Martin Smulison is a CFP-designated registered investment advisor at Lincoln Investment, based in Oceanside, NY, with 42 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Oceanside, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is a sole proprietor providing personal and corporate tax preparation and write-up services since 1980, dedicating about 10-20% of his time. He also receives referral fees from ADP for referring corporate accounting clients for payroll services, which takes minimal time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations13 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.