JM
JM

Joel Martin

26 Years of Experience
St. Petersburg, FL
BrokerSells Insurance

Joel Martin is a registered investment advisor at G. A. Repple & Company, based in St. Petersburg, FL, with 26 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,207 clients
Average Client Portfolio
$223K average
Assets Under Management
$716.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9952 Gandy Blvd. North, St. Petersburg, FL, 33702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joel is involved in several business activities, including Mangrove Financial Group (a financial planning firm offering securities and insurance products, taking nearly full-time), Mangrove Tax and Accounting (20% owner, a few hours per week), Mangrove Insurance (owner/partner, a few hours per week), and Mangrove Property & Casualty (20% owner, a few hours per week). He also owns Martin Equities Inc (real estate office space, a few hours per week), is a board member of The Azalea Youth Soccer League, Inc. (minimal time), and owns Mangrove Mountain Properties, LLC (vacation rental, minimal time).

Employment History
Current Registrations
G. A. Repple & Company
January 2008 - Present · 18 yrs 9 mos
G. A. Repple & CompanyBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Franklin/templeton Distributors, INC.Broker
March 2000 - February 2005 · 4 yrs 11 mos
State Registrations31 states
ALARAZCACOCTFLGAIAILKSKYMAMDMEMIMNMOMSNCNJOKORRISCTNTXVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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