Richard Martin
Richard Martin is a registered investment advisor at Googins Advisors, INC., based in Middleton, WI, with 23 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 778 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are not negotiable, though they can be tailored for specific client circumstances. Some long-term clients have fixed quarterly fees ranging from $125 to $500.
Fee Estimator
Location
6417 University Avenue, Middleton, WI, 53562
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 Activities
Richard is a 50% owner of Martin Hops Farm LLC, a hops farm, since 2013. He spends about 10-20% of his time growing and selling hops to breweries during after-market hours from April to September.
Employment History
Current Registrations
Googins Advisors, INC.
Previous Registrations
Googins Advisors, INCBroker
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
State Registrations11 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.
Exams
More Advisors
- Lynne Goldsmith, CFPGoogins Advisors, INC.
- Brennan Blecker, CFP, ChFCSavant Wealth Management
- Shannon Wegner, CFPWegner Asset Management, LLC
- Alex Brost, CFPStrategic Advisers LLC
- Lucy Cuff, CFPJacobson & Schmitt Advisors, LLC
- John Friar, CFPPark Capital Management, LLC