James Martin
James Martin is a registered investment advisor at Strategas Asset Management, LLC, based in New York, NY, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $150M 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 | 0.50% |
SAM typically charges a fee for Portfolio Management Services on a quarterly basis at an annual rate of 0.50% of the value of the client assets in the account managed by SAM. However, SAM’s fee is negotiable, and SAM has clients who pay less than that rate, including clients who retained SAM for Portfolio Management Services prior to November 1, 2018, and clients who retain SAM to provide Portfolio Management Services on a sub-advisory basis through Platforms.
Fee Estimator
Location
52 Vanderbilt Avenue, 19th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strategas Asset Management, LLC
Strategas Securities, LLC DBA Strategas Research PartnersBroker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Riverfront Investment Group, LLC
Alps Distributors, INC.Broker
Eagle Fund Distributors, INC.Broker
Raymond James & Associates, INC.Broker
Evergreen Investment Services, INC.Broker
Lord Abbett Distributor LLCBroker
Mentor Services Company, LLCBroker
Mentor Distributors, LLCBroker
State Registrations2 states
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