Martin Paul is a registered investment advisor at Silver Oak Securities, INC., based in South Easton, MA, with 50 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
43 Caroline Road, South Easton, MA, 02375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is a real estate broker since 1979 and has been involved with insurance and annuities since 1974, dedicating about half his time to it. He also owns Martin Paul and Associates, a financial services business, and is an investment advisor representative for Bright Futures Wealth Management, LLC, spending a significant amount of time on investment advising.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Vestax Securities Corporation
Vestax Securities CorporationBroker
Sii Investments, INC.Broker
Banner Financial Services GroupBroker
Mariner Financial Services, INC.Broker
Polaris Financial Services, INC.Broker
Commonwealth Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 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.