Martin Swiecki
Martin Swiecki is a CFP-designated registered investment advisor at LPL Financial LLC, based in Northville, MI, with 22 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
120 W. Main Street, Suite 201, Northville, MI, 48167
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 ActivitiesSells Insurance
Martin sells fixed insurance products, including life, disability, long-term care, and annuities, dedicating about 10-20% of his time to this activity. He also provides investment advisory services through Stratos Wealth Partners Ltd, spending nearly full-time on this activity.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Cig Asset Management, INC.
Cig SecuritiesBroker
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations7 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
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