Justin Martin
Justin Martin is a registered investment advisor at Legacy Wealth Management, LLC, based in Boise, ID, with 8 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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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
Justin is involved with Navigator Solutions LLC, an accounting practice where he provides investment information for tax planning strategies, dedicating minimal time. He also serves as President of Legacy Peak Insurance Solutions LLC, providing life insurance options, and runs his life insurance business through Red Slate Holdings, LLC, dedicating about 10-20% of his time to these insurance activities. Additionally, Justin is an adjunct professor at Brigham Young University Idaho, teaching one class each term, spending a few hours per week on this.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations3 states
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