Scott Martin
Scott Martin is a registered investment advisor at Kingsview Wealth Management, LLC, based in Chicago, IL, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
33 N La Salle St, Suite 2510, Chicago, IL, 60602
Get directionsHistory
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
Scott is the President and CEO of Accent Asset Management, providing media services, and a contributor for Fox Business Network. He also works as a fixed insurance sales producer/agent and an Investment Advisor Representative/Chief Market Strategist for United Advisors, taking about half of his time.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
United Advisors
Securities America, INC.Broker
Ausdal Financial Partners, INC.
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Ausdal Financial Partners, INC.Broker
Waterstone Financial Group, INC.Broker
Waterstone Financial Group, INC.
Vsr Financial Services, INC.Broker
The Masters
Waterstone Financial Group, INC.Broker
Astor Asset Management, LLC
Advanced Equities, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations3 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.