Martin Tadman
Martin Tadman is a registered investment advisor at Tadman Financial, based in Boise, ID, with 17 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Standard annual fee is 1.8%, with a range of 1.6% to 2.0% depending on complexity and service requirements. Discounts apply for clergy and family members of firm representatives.
Fee Estimator
Location
13125 W. Persimmon Lane, Suite 200, Boise, ID, 83713
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2013Other Business ActivitiesSells Insurance
Martin is an investment advisor representative, an independent insurance agent for various companies (dedicating about a quarter of his time), a lessor of office space, and a real estate owner. He also owns a DBA.
Employment History
Current Registrations
Tadman Financial
Previous Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Securities America, INC.Broker
LPL Financial LLCBroker
Parsonex Securities, INC.Broker
PFS Investments INC.Broker
State Registrations3 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
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