Peter Martin
Peter Martin is a registered investment advisor at Empirical Asset Management, LLC, based in Wellesley, MA, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 434 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Asset Management's (EAM) investment management fees range from 0.20% to 2.00% annually, based on the complexity of services, level of assets managed, and the overall relationship with EAM. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at EAM's discretion.
Location
57 River Street, Suite 301, Wellesley, MA, 02481
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Regulatory History (1)
Regulatory
February 2005Other Business Activities
Peter advises the founder of Trefis, an analytics, educational, and investment research platform, dedicating a few hours per week. He also serves as a board member for WorkSimplr, an educational organization, spending minimal time on this role.
Employment History
Current Registrations
Empirical Asset Management, LLC
Previous Registrations
Natixis Distributors, L.P.Broker
Natixis Distributors, L.P.Broker
Columbia Funds Distributor, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Scudder Investor Services, INC.Broker
State Registrations1 state
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.