Peter Martin
Peter Martin is a registered investment advisor at Martin Financial Solutions, LLC, based in Sun City West, AZ, with 14 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 13 clients with $2.4M 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 $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable based on financial situation, assets under management, and complexity of services.
Fee Estimator
Location
Sun City West, AZ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2012Other Business ActivitiesSells Insurance
Peter has been an independent insurance agent selling disability, life, accident, and health insurance since 2007. This takes a few hours per week.
Employment History
Current Registrations
Martin Financial Solutions, LLC
State Registrations2 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.