Craig Martin
Craig Martin is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Winter Garden, FL, with 27 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
14416 Shoreside Way, Suite 140, Winter Garden, FL, 34787
Get directionsHistory
Regulatory History (1)
Regulatory
May 2010Other Business ActivitiesSells Insurance
Craig owns Craig Martin's Insurance Agency, where he services customers and supervises employees, dedicating about half his time. He also owns Cam Property Management LLC, spending minimal time on personally held real estate.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations2 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.