CFP

Andrew Martin

13 Years of Experience

Tampa, FL

Broker

Andrew Martin is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Citigroup Global Markets INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

2418 advisors

Number of Clients

56,938 clients

Average Client Portfolio

$823K average

Assets Under Management

$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Private Bank, 3800 Citigroup Center Drive, Tampa, FL, 33610-9122

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Andrew is the owner of Martin Security Training, providing martial arts instruction, self-defense training, and firearms safety training. He spends a few hours per week on this activity outside of securities trading hours.