Martin Hensley
Martin Hensley is a registered investment advisor at Foundations Investment Advisors LLC, based in Durham, NC, with 21 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
2530 Meridian Parkway, Suite 432, Durham, NC, 27713
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2018Employment Separation After Allegations
June 2015Customer Dispute
May 2009Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Martin is an independent agent selling fixed insurance products and surety bonds to commercial contractors on a part-time basis. He also refers clients to Foundations Investment Advisors, LLC according to a solicitor's agreement.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Freedom Investment Management, INC.
Capital Financial Advisory Group, LLC
Jb Fitz INC.
Brookstone Capital Management LLC
AXA Advisors, LLC
Gordon Asset Management, LLC
Winthrop Capital Management
Raymond James Financial Services Advisors, INC
LPL Financial LLC
Family Office Group LLC
First Citizens Investor Services, INC.
Suntrust Investment Services, INC.
Wachovia Securities, LLC
Bb&t Investment Services, INC.
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.