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Michael Martin

Goldman Lancaster, INC.
18 Years of Experience
Long Beach, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Martin is a registered investment advisor at Goldman Lancaster, INC., based in Long Beach, CA, with 18 years of industry experience. Michael 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 7 more. Their firm serves 392 clients with $360M in assets under management.

Goldman Lancaster, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
392 clients
Average Client Portfolio
$920K average
Assets Under Management
$360.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable, structured as a straight percentage or tiered based on asset thresholds, with a maximum annual fee of 2%.

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

Location

301 East Ocean Blvd., Suite 1150, Long Beach, CA, 90802

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael does business as Goldman Lancaster, Inc. and provides investment advisory services through the firm, spending about half their time on this activity. Michael also sells non-variable insurance products (life, health, disability, long-term care, and fixed annuities), dedicating about 10% to 20% of their time.

Employment History
Current Registrations
Goldman Lancaster, INC.
February 2022 - Present · 4 yrs 8 mos
LPL Financial LLC
December 2007 - Present · 18 yrs 10 mos
LPL Financial LLCBroker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
LPL Financial LLC
January 2019 - May 2019 · 4 mos
Goldman Lancaster, INC.
October 2013 - December 2021 · 8 yrs 2 mos
LPL Financial LLC
March 2008 - February 2016 · 7 yrs 11 mos
State Registrations6 states
AZCACOMITNTX
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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