Michael Martin
Michael Martin is a registered investment advisor at Goldman Lancaster, INC., based in Long Beach, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 395 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Lancaster manages investment portfolios for clients, charging a percentage-based fee on the value of the assets. The exact fee is negotiable, but the maximum annual fee is 2.5%. Fees are deducted from your account quarterly.
Location
301 East Ocean Blvd., Suite 1150, Long Beach, CA, 90802
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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
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.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Goldman Lancaster, INC.
LPL Financial LLC
State Registrations6 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.