TrueAdvisor
TrueAdvisor
MP
MP

Martin Parlato

Sax Wealth Advisors, LLC
23 Years of Experience
Ponte Vedra, FL
3 Disclosures
View SEC Summary
View SEC Summary

Martin Parlato is a registered investment advisor at Sax Wealth Advisors, LLC, based in Ponte Vedra, FL, with 23 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,655 clients with $3.6B in assets under management.

Sax Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,655 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $7.0M0.55%
$7M+0.45%

Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

90 Fort Wade Road, Ponte Vedra, FL, 32081

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2018
Judgment / Lien
April 2014
Regulatory
September 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Martin continues to own and marginally operate MDP Inc. of Jacksonville, a wholesale distributor of computer supplies.

Employment History
Current Registrations
Sax Wealth Advisors, LLC
August 2026 - Present · 2 mos
Lighthouse Retirement
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Lighthouse Financial Services
September 2012 - December 2012 · 3 mos
Lighthouse Financial Services
June 2008 - December 2011 · 3 yrs 6 mos
Kovack Advisors, INC.
March 2008 - June 2008 · 3 mos
Kovack Securities INC.Broker
April 2003 - June 2008 · 5 yrs 2 mos
Lincoln Financial Advisors Corporation
December 2002 - April 2003 · 4 mos
Lincoln Financial Advisors CorporationBroker
August 2002 - April 2003 · 8 mos
The Lincoln National Life Insurance CompanyBroker
August 2002 - April 2003 · 8 mos
State Registrations2 states
FLGA
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.
More Advisors
More financial advisors in Ponte Vedra, FL →All financial advisors in Florida →