Martin Troiani
Martin Troiani is a registered investment advisor at Prosperity Financial Group, INC., based in San Ramon, CA, with 16 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 612 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and charged quarterly in advance.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Martin owns 50% of a rental property since 2006, dedicating nearly full-time hours to it. He also works as an insurance agent selling fixed, life, health, and property & casualty insurance, spending minimal time on this activity.
Employment History
Current Registrations
Prosperity Financial Group, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Financial Group, INC.
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
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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