Michelle Martin
Michelle Martin is a registered investment advisor at Commonwealth Financial Network, based in Rhinebeck, NY, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
108 Montgomery St., Rhinebeck, NY, 12572
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Michelle sells fixed insurance, dedicating about 10% of her time. She is also the president and owner of RiverStone Wealth Management, spending nearly all of her time on this. Finally, Michelle owns Maples Homestead, LLC, a real estate holding company, spending about 10% of her time on this.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.