MN
MN

Martin Northern

40 Years of Experience
Hot Springs, AR
1 Disclosure

Martin Northern is a registered investment advisor at Sowell Management, based in Hot Springs, AR, with 40 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, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
6,624 clients
Average Client Portfolio
$726K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.

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

Location

Hot Springs, AR

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2008
Final
Other Business Activities

Martin works as a Life Stewardship Consultant for BRS Financial, LLC, providing wealth management, registered investment advisor, and consulting services. This takes a few hours per week.

Employment History
Current Registrations
Sowell Management
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Brs Financial LLC
June 2014 - August 2024 · 10 yrs 2 mos
Share Financial Services, INC.Broker
June 2013 - December 2022 · 9 yrs 6 mos
Great Nation Investment CorporationBroker
March 1998 - July 2013 · 15 yrs 4 mos
Crispin Koehler SecuritiesBroker
April 1997 - April 1998 · 1 yr
A. B. Culbertson and CompanyBroker
January 1989 - May 1997 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1986 - January 1989 · 2 yrs 6 mos
State Registrations1 state
AR
Advisor

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.
More Advisors