Robert Martini
Robert Martini is a registered investment advisor at Integrity Alliance, LLC, based in Gasburg, VA, with 34 years of industry experience. Robert 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 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
Gasburg, VA
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Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Robert owns Martini Financial Services, where he sells and services fixed insurance products, dedicating about half his time, most of which is during securities hours. He also provides Legal Shield plans for clients, spending minimal time on this activity.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Advisors, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
The Masters, INC.
Vsr Financial Services, INC.Broker
Olde Economie Financial Consultants, LTD.Broker
Chubb Securities CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations10 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.