Samuel Martin is a CFP-designated registered investment advisor at &partners, based in Beaufort, SC, with 12 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
700 Bay Street, Suite 105B, Beaufort, SC, 29902
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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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Samuel has several outside business activities, including personal investments, being a partner in Herban Market LLC (a cafe), and owning North and King LLC (real estate). He also owns SJ Martin Wealth Management, where he works as an independent contractor, dedicating about half of his time to this.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations28 states
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