Michele Martin
Michele Martin is a ChFC-designated registered investment advisor at Prosperity - an Eisneramper Company, based in Minneapolis, MN, with 15 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees range from 0.10% to 1.50% based on a percentage of assets under management. Fees are negotiable.
Fee Estimator
Location
2501 Wayzata Blvd, Minneapolis, MN, 55405
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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 Activities
Michele serves as a power of attorney and executor of a will for a family trust, vice president & assistant treasurer for One Stop, Inc. (a real estate holding company), successor trustee for a family trust, board member for St. John's University, and president of Prosperity - An EisnerAmper Company. These activities require minimal time commitment.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Triad Advisors, INC.Broker
Triad Hybrid Solutions, LLC
J.P. Morgan Securities LLCBroker
State Registrations11 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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