Robert Martini
Robert Martini is a registered investment advisor at Integrity Alliance, LLC, based in Gasburg, VA, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
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.