JM
CFA · CFP
JM
CFA · CFP
Joseph Martin
14 Years of Experience
Appleton, WI
1 Disclosure
Joseph Martin is a CFA, CFP-designated registered investment advisor at Goalbridge Wealth Management, LLC, based in Appleton, WI, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 112 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
112 clients
Average Client Portfolio
$509K average
Assets Under Management
$57.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees may be less than 1.00% for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2800 E. Enterprise Ave, Suite 201, Appleton, WI, 54913
Get directionsHistory
Regulatory History (1)
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Criminal
March 1997Final Disposition
Employment History
Current Registrations
Goalbridge Wealth Management, LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2015 - August 2018 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
July 2015 - August 2018 · 3 yrs 1 mo
Morgan Stanley
September 2011 - August 2015 · 3 yrs 11 mos
Morgan StanleyBroker
August 2011 - August 2015 · 4 yrs
State Registrations1 state
WI
Advisor
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
No exam information available for this advisor.