Thomas Martin
Thomas Martin is a ChFC-designated registered investment advisor at Circle Advisers INC, based in New York, NY, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 348 clients with $870M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable on a case-by-case basis. The firm enforces an annual minimum fee of $2,500.
Fee Estimator
Location
420 Lexington Avenue, Suite 2500, New York, NY, 10170
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1983Other Business ActivitiesSells Insurance
Thomas is involved in a life insurance brokerage using two DBAs: Circle Consulting Group, Inc. and Circle Benefits Planning, Inc.
Employment History
Current Registrations
Circle Advisers INC
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.
Exams
More Advisors
- Charles Martin, CFPCircle Advisers INC
- Jeffrey Golden, CFPCircle Advisers INC
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz
- James Colavita, CFPGentrust
- Paul Bernardi, CFPCohen & Steers Capital Management INC.