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Matthew Martin

19 Years of Experience
Batesville, AR
Broker

Matthew Martin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Batesville, AR, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Batesville, AR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew manages his Ameriprise business and works as an Owner/Financial Advisor for Killian Brothers, LLC, dedicating about a quarter of his time to each. He also serves on the Board of Directors for Martin and as an at-large Board Member for Martin, and participates in the City of Batesville Planning and Zoning Commission, each requiring minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2019 - Present · 6 yrs 11 mos
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.Broker
August 2018 - September 2018 · 1 mo
LPL Financial LLCBroker
November 2013 - August 2016 · 2 yrs 9 mos
Crews & Associates, INC.Broker
March 2003 - June 2012 · 9 yrs 3 mos
American Express Financial Advisors INC.Broker
October 2002 - July 2003 · 9 mos
State Registrations14 states
ARCOFLIAINKSKYMOMSNCOKTXVAWA
AdvisorBrokerBoth

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.