B Martin
B Martin is a registered investment advisor at Osaic Wealth, INC., based in Kansas City, MO, with 28 years of industry experience. B operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Kansas City, MO
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Regulatory History (1)
Financial
May 2020Other Business ActivitiesSells Insurance
B provides insurance services through Sagepoint Financial as an owner of an insurance agency, dedicating a few hours per week. B also works as a call taker for Kansas City, MO Police Dispatch, spending about half of his time in this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc One Securities CorporationBroker
Bhcm INC.Broker
State Registrations6 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.