Martin Jenkins
Martin Jenkins is a registered investment advisor at Portfolio Medics, LLC, based in Sarasota, FL, with 16 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
6901 Professional Pkwy E, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (5)
Regulatory
November 2011Employment Separation After Allegations
August 2011Employment Separation After Allegations
September 2006Customer Dispute
November 2005Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Martin owns Enduring Business Solutions, DBA EZPZ Insurance, and is a licensed insurance agent transacting in insurance products including annuities, spending about 10-20% of his time on this. He is also an agent/broker for HRO Resources, LLC, referring small business owners to payroll companies and companies specializing in tax credits.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Bedrock Investment Advisors
Allstate Financial Services, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
First American Equities, INC.Broker
Prime Capital Services, INC.Broker
PFS Investments 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.