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 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 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
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.
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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 LLCBroker
Cetera Advisor Networks LLC
Triad Advisors, INC.Broker
Triad Hybrid Solutions, LLC
J.P. Morgan Securities LLCBroker
State Registrations11 states
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