Joy Martinsen is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Kings Park, NY, with 12 years of industry experience. Joy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 6 more. Their firm serves 128 clients with $34M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees for amounts over $15,000,001 are negotiable. Accounts held at American Funds are billed at 0.75%. SEI program accounts range from 0.50% to 1.00%.
Kings Park, NY
Get directionsJoy is VP of The Martinsen Group Inc, set up for tax purposes and receives income from investment activities, but she spends no time on it. She is also a partner at Comprehensive Health Solutions LLC, focusing on Medicare sales and service for a minimal time commitment, and an Investment Adviser Representative at Nobles & Richards Advisors, LLC, dedicating about a third of her time to advising, monitoring, reviewing, research, and analysis.
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.