Martin Lysaght is a registered investment advisor at Magellan Planning Group, based in Atlanta, GA, with 18 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA, 30319
Get directionsHistory
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 →Employment History
Current Registrations
Magellan Planning Group
Previous Registrations
Bey-Douglas, LLC Investment Counsel
Summit Wealth Management, INC
Landmark Capital Management, INC
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.