Christopher Martin
Christopher Martin is a registered investment advisor at Centaurus Financial, INC., based in Apple Valley, CA, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
16191 Kamana Road, Suite #202, Apple Valley, CA, 92307
Get directionsHistory
Regulatory History (4)
Regulatory
January 2025Customer Dispute
August 2024Customer Dispute
April 2013Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Christopher is the President/CFO of Glorietta Management Group Inc., dedicating about 10-20% of his time to managing corporate accounts and cash flow. He also engages in fixed insurance sales and financial planning through Archangel Financial Services, spending a few hours per week, and assists with estate planning document preparation.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Liberty Group, LLCBroker
Intersecurities, INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations10 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.