Robert Martin
Robert Martin is a CFP-designated registered investment advisor at Rainier Wealth Management LLC, based in Everett, WA, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 89 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,001. Minimum annual fee of $500 per household.
Fee Estimator
Location
Everett, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
Robert is a Registered Investment Advisor DBA for LPL business through Rainier Wealth Management, LLC. He is also the IAR, President, and CCO of Rainier Wealth Management, dedicating full-time hours to providing investment advisory services.
Employment History
Current Registrations
Rainier Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations11 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.