Martin Shields is a CFP-designated registered investment advisor at Bouchey Financial Group LTD, based in Troy, NY, with 14 years of industry experience. Martin 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 5 more. Their firm serves 1,181 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bouchey Financial charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.00%, depending on the complexity of the services, the amount you invest, and your overall relationship with Bouchey Financial. More complex situations may result in a higher fee. Fees may be negotiable.
Contact
Martin Shields
Location
1819 Fifth Avenue, Troy, NY, 12180-3302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bouchey Financial Group LTD
Previous Registrations
Bouchey Financial Group LTD
West Financial Services, INC.
Burns Matteson Capital Management
Joycepayne Partners
State Registrations1 state
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.