Martin Parlato
Martin Parlato is a registered investment advisor at Lighthouse Retirement, based in Jacksonville, FL, with 22 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 182 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Retirement's fee for investment management is a fixed percentage of your portfolio, up to 2.00%, and varies by client. There is a minimum quarterly fee of $250. If your portfolio is less than $500,000, you will typically pay a minimum annual fee of $1,000. Fees are usually deducted directly from your account. If margin is used, fees are charged on the total value of the account, including the borrowed portion. The firm also directs clients to third-party investment advisors, which will result in additional fees.
Location
12724 Gran Bay Pky., #453, Jacksonville, FL, 32258
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2018Judgment / Lien
April 2014Regulatory
September 2012Other Business Activities
Martin continues to own and marginally operate MDP Inc. of Jacksonville, a wholesale distributor of computer supplies.
Employment History
Current Registrations
Lighthouse Retirement
Previous Registrations
Lighthouse Financial Services
Lighthouse Financial Services
Kovack Advisors, INC.
Kovack Securities INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.