Laurence Martin
Laurence Martin is a CFP, ChFC-designated registered investment advisor at Advisory Services Network, based in Roswell, GA, with 20 years of industry experience. Laurence 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 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
904 Macy Drive, Roswell, GA, 30076
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Laurence owns an insurance agency and is a licensed insurance agent, engaging in insurance sales. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Roswell Asset Advisors LLC
The Mutual Fund Store
The Mutual Fund Store
E*trade Capital Management, LLC
Cambridge Investment Research Advisors, INC.
Princor Financial Services Corporation
Strategic Advisers, 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.