Michael Martin
Michael Martin is a registered investment advisor at Vestgen Advisors, LLC, based in Kansas City, MO, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
9800 NW Polo Dr., Suite 100, Kansas City, MO, 64153
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Criminal
July 1988Other Business Activities
Michael operates Martin Financial Group as a DBA for his LPL business since 2000. He dedicates full-time hours to this activity during securities trading.
Employment History
Current Registrations
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.