Martin Maier
Martin Maier is a registered investment advisor at LPL Financial LLC, based in Grand Blanc, MI, 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
8235 Holly Rd., Ste 4, Grand Blanc, MI, 48439-2442
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Martin is an insurance agent selling non-variable insurance through Exclusive Insurance Brokerage and Crump, and associates of clifton park. He also operates under the DBA MMB Advisors for his LPL business and owns MMB Associates LLC for tax/investment purposes, and spends a few hours per week as a business owner.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations18 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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