Leanne Martin
Leanne Martin is a CFP-designated registered investment advisor at Integrity Financial Advisors, LLC, based in Kittery, ME, with 20 years of industry experience. Leanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 240 clients with $130M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are subject to negotiation. Sub-advisory and co-advisory clients pay higher total fees because fees charged by outside registered investment advisors are in addition to Auour's fees.
Fee Estimator
Location
Kittery, ME
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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 ActivitiesSells Insurance
Leanne is an independent insurance agent since May 2023, providing advice on health and life insurance. This activity takes a few hours per week and occurs during securities trading hours.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Investment Professionals, INC.Broker
Investment Professionals, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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