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Martin Valentic

Hornor, Townsend & Kent, LLC
21 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Martin Valentic is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 21 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

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

Location

381 Mansfield Av, Ste 400, Pittsburgh, PA, 15220

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History

Regulatory History (1)
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.
Customer Dispute
July 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin works as an insurance agent at 21st Century Financial, spending nearly full-time selling and servicing life, accident, health, disability, long-term care, and annuity products. He also owns race horses and is the proprietor/owner of Vigilant Wealth Partners Insurance Brokerage, dedicating about 10-20% of his time to insurance sales for multiple carriers.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2016 - Present · 10 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Park Avenue Securities LLCBroker
April 2005 - April 2015 · 10 yrs
State Registrations9 states
DCFLINNCNJOHPAVAWV
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.
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