Martin Sohovich
Martin Sohovich is a registered investment advisor at Ameriprise Financial Services, LLC, based in Waynesville, NC, with 20 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
1200 South Main Street, Waynesville, NC, 28786-2148
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business Activities
Martin has business ownership activities at 1200 South Main Street in Waynesville, NC, since 2015 and 2021. These investment-related activities require a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Edward Jones
Edward JonesBroker
State Registrations8 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
More Advisors
- Granville Younce, CFPWells Fargo Advisors
- Larry East, CFPWells Fargo Advisors
- Jenny Martin, CFPEdward Jones
- Jack Bishop, CFPCommonwealth Financial Network
- Wendolyn Forbes, CFPAdvisory Services Network
- Emily Mccurry, CFPEdward Jones