Jeffrey Martin
Jeffrey Martin is a registered investment advisor at Highpoint Planning Partners, based in Huntsville, AL, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
221 Eastside Square, Suite 1A, Huntsville, AL, 35801
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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 Activities
Jeffrey is an IAR of Highpoint Planning Partners since 2013. He also spends about half his time at Highpoint Advisor Group, LLC and Highpoint Advisor Group DBA Highpoint Planning Partners.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Highpoint Planning Partners
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Equity Services, INC.Broker
First Investors CorporationBroker
State Registrations13 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.