Don Martin
Don Martin is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Westlake Village, CA, with 24 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
2945 Townsgate Rd, Suite 200, Westlake Village, CA, 91361
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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
Don is an insurance agent and investment advisor representative with Horizon Advisors, dedicating full-time hours to providing financial and insurance services. He also serves as a board member for the Rotary Club of West Village Sunrise, spending minimal time per month overseeing a fund.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Carrington Advisors, LLC
Regal Investment Advisors LLC
Onyx Wealth Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
State Registrations1 state
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.