Jimmy Martin
Jimmy Martin is a registered investment advisor at Martin Wealth Solutions, based in Christiansburg, VA, with 17 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 896 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Martin Wealth Solutions charges a percentage of the value of your investments each year. The specific percentage is negotiable and depends on the complexity of your situation. These fees are deducted from your account either monthly or quarterly. MWS also offers asset management through the SEI Mutual Fund Models Program, with fees also up to 1.75% of the assets managed.
Location
1055 W Main Street, Christiansburg, VA, 24073
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Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Jimmy works as an independent insurance agent, selling fixed insurance products since 2011. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Martin Wealth Solutions
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
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.