Ronald Martin
Ronald Martin is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 34 years of industry experience. Ronald 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
11440 Olive Blvd, Suite 250, St. 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
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
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 Registrations33 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.