HM
HM

H. Martine

15 Years of Experience
Wellington, FL
Sells Insurance

H. Martine is a registered investment advisor at Signal Advisors Wealth, LLC, based in Wellington, FL, with 15 years of industry experience. H. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
4,257 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.

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

Wellington, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

H. is involved in insurance sales as an agent since 2009, selling various insurance products. This activity takes about 10-20% of H.'s time during working hours.

Employment History
Current Registrations
Signal Advisors Wealth, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Frs Investment Advisors LLC
September 2019 - October 2024 · 5 yrs 1 mo
Chalice Wealth Advisors
June 2018 - June 2019 · 1 yr
Alphastar Capital Management, LLC
March 2012 - December 2013 · 1 yr 9 mos
Regal Investment Advisors LLC
January 2011 - February 2012 · 1 yr 1 mo
Planmember Securities Corporation
October 2007 - August 2010 · 2 yrs 10 mos
Ing Financial Advisers, LLC
September 2006 - October 2007 · 1 yr 1 mo
UBS Financial Services INC.
July 2005 - September 2006 · 1 yr 2 mos
National Investment Advisors, INC.
February 2005 - September 2005 · 7 mos
State Registrations1 state
FL
Advisor

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.
H. Martine - Financial Advisor | TrueAdvisor