Martin Lee is a registered investment advisor at Church Organizers Foundation, based in Mason, MI, with 26 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Church Organizers Foundation (COF) charges a percentage of the assets they manage for investment advisory services. There are two fee schedules:
Standard Accounts:
- First $1 million: 1.25% per year
- Next $4 million: 1.125% per year
- Over $5 million: 1.00% per year
Endowment Accounts:
- $5,000 - $99,999: 0.00%
- $100,000 - $249,999: 0.35%
- $250,000 - $499,999: 0.45%
- $500,000 - $999,999: 0.50%
- $1,000,000 - $2,999,999: 0.55%
- Over $3,000,000: 0.60%
Location
Mason, MI
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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 Activities
Martin works full-time for Schroeder Investment Advisors as a DBA for LPL business. He also serves as a Senior Pastor, dedicating about half his time to this role, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Church Organizers Foundation
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Spc
Sigma Financial CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
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.