Martin Hardy
Martin Hardy is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Durham, NC, with 39 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.
Fee Estimator
Location
3211 Shannon Rd, Suite 410, Durham, NC, 27707
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 →Other Business ActivitiesSells Insurance
Martin is affiliated with Guardian Wealth Advisors as a Registered Investment Advisor, spending about a third of his time there. He also provides disability income insurance, LTC sales, and fixed life sales, dedicating about 10-20% of his time, and works as an agent selling life insurance for Penn Mutual Life Insurance, spending about 10-20% of his time.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Lowry Financial Services CorporationBroker
State Registrations22 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.
Exams
More Advisors
- Carter Ellis, CFPGuardian Wealth Advisors, LLC
- Christian Keedy, CFPGuardian Wealth Advisors, LLC
- Blake Gaulden, CFA, CFPOsaic Advisory Services, LLC
- Ryan Towner, CFPStrategic Advisers LLC
- James Zewe, ChFCState Farm Investment Management CORP.
- James Contino, CFPVALIC Financial Advisors, INC.