Martin Streetman
Martin Streetman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Junction, CO, with 27 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Grand Junction, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2011Customer Dispute
August 2008Other Business Activities
Martin is involved with Central Park Private Wealth Management Limited as a DBA for his LPL business, and Western Wealth Management, LLC as a Registered Investment Advisor Hybrid. These activities take about half of Martin's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Gallacher Capital Management, LLC
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations15 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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