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Martin Robbins

29 Years of Experience
Norwell, MA
Broker

Martin Robbins is a registered investment advisor at Ameriprise Financial Services, LLC, based in Norwell, MA, with 29 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

683 Main St Ste 7, Norwell, MA, 02061

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2018 - June 2022 · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
April 2018 - June 2022 · 4 yrs 2 mos
First Command Advisory Services
December 2015 - April 2018 · 2 yrs 4 mos
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
January 2004 - April 2004 · 3 mos
First Command Financial Planning, INC.Broker
March 1997 - April 2018 · 21 yrs 1 mo
State Registrations2 states
FLMA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.