Martin Minder
Martin Minder is a CFP, ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Horsham, PA, with 27 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
200 Gibraltar Rd Ste 115, Horsham, PA, 19044
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Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Martin operates Secure Planning Group, LLC as a DBA for his LPL business. He also provides investment advisory services through Wealthcare Advisory Partners LLC, dedicating about half of his time to this activity, and sells fixed insurance products including life, disability, LTC and group medical, spending about a quarter of his time on this.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.