Michael Martin
Michael Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Springfield, MA, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
333 Elm Street, Suite 200, West Springfield, MA, 01089
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Criminal
January 1989Other Business Activities
Michael is an owner/branch manager/financial advisor for M2 Wealth Partners and Martin Financial PWP LLC, dedicating about half of his time to each. He also owns a commercial building with his accountant through MARLAP 333 REALTY LLC, spending minimal time on this venture.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.
Exams
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