RM
RM
Raymond Martin
25 Years of Experience
Saratoga Springs, NY
2 Disclosures
Raymond Martin is a registered investment advisor at Crescent Hill Partners LLC, based in Saratoga Springs, NY, with 25 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
185 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$298.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $200K | 0.85% |
| $200K - $300K | 0.75% |
| $300K+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
40 Long Alley, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History (2)
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Regulatory
January 2012Final
Employment Separation After Allegations
March 2010Employment History
Current Registrations
Crescent Hill Partners LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Crescent Hill Partners LLC
September 2018 - November 2018 · 2 mos
Ing Investment Advisors, LLC
January 2001 - April 2010 · 9 yrs 3 mos
Ing Investment Advisors, LLCBroker
August 2000 - April 2010 · 9 yrs 8 mos
Citistreet Equities LLCBroker
May 2000 - September 2000 · 4 mos
State Street Capital Markets, LLCBroker
January 1998 - May 2000 · 2 yrs 4 mos
Mercer Allied Company, L.P.Broker
December 1994 - June 1997 · 2 yrs 6 mos
Mercer Allied CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
November 1989 - August 1993 · 3 yrs 9 mos
Mutual Benefit Financial Service CompanyBroker
May 1989 - July 1990 · 1 yr 2 mos
Integrated Resources Equity CorporationBroker
September 1988 - November 1989 · 1 yr 2 mos
State Registrations2 states
NYTX
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.