Timothy Martin
Timothy Martin is a registered investment advisor at Eagle Strategies LLC, based in Tucker, GA, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
3580 Habersham at Northlake, Tucker, GA, 30084
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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
Timothy is involved in several outside business activities, including operating under the DBA "Tim Martin Wealth Strategies" for selling New York Life products and brokering insurance, and acting as an insurance broker. He also owns rental property and is involved with the Decatur Rotary Club and its foundation, the Oxford College of Emory University Alumni Board, and the DeKalb Library Foundation.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations18 states
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