Matthew Martin
Matthew Martin is a CFP-designated registered investment advisor at Retirement Plan Advisors, LLC, based in Northville, MI, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
217 S Center Street, Northville, MI, 48167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent since 2015, dedicating minimal time to this activity. He also is involved in administration for a seasonal orchard, works as an advisory representative for Retirement Plan Advisors LLC (spending full-time hours on this), is a notary public, and is an owner/member of Retirement Plan Advisors Holdings, Inc (spending minimal time on this).
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Spc
Mrk Asset Management, LLC.
Spc
Sigma Financial CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations7 states
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