Ronald Martin
Ronald Martin is a CFP, ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Saint Louis, MO, with 34 years of industry experience. Ronald 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, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
11440 Olive Blvd #250, Saint Louis, MO, 63141
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Ronald owns Playaseis1, LLC, through which he rents out a condo as a vacation rental, dedicating a few hours per week. He is also a Managing Partner at Premier Financial Partners, spending about a quarter of his time providing traditional insurance products to clients and prospects.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Premier Financial Partners, LLC
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Ws Griffith Securities, INC.Broker
Ws Griffith Securities, INC.
Mony Securities CORP.Broker
State Registrations38 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.
Exams
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