Bernard Martin
Bernard Martin is a registered investment advisor at Private Advisor Group, LLC, based in Falls, PA, with 28 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
184 Scenic View Lane, Falls, PA, 18615
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business Activities
Bernard operates Straightforward Wealth Management, LLC as a DBA for his LPL business. He also subleases his parents' barn for weddings, spends time on tax preparation, and provides investment advisory services through Private Advisor Group, LLC, dedicating nearly full-time hours to the latter two activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations8 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.