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Sebastien Skupek-Martin

3 Years of Experience
Toronto, On
Sells Insurance

Sebastien Skupek-Martin is a registered investment advisor at Raymond James (USA) LTD, based in Toronto, On, with 3 years of industry experience. Sebastien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Suite 5300, Scotia Plaza, 40 King Street West, Toronto, On, M5H 3Y2

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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.

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Other Business ActivitiesSells Insurance

Sebastien is a Senior Financial Planner & Associate Portfolio Manager at Raymond James LTD, dedicating full-time hours to sales and portfolio management. He is also licensed with Raymond James Financial Planning LTD, spending about 10-20% of his time on life insurance sales and financial planning.

Employment History
Current Registrations
Raymond James (USA) LTD
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James (USA) LTD
November 2014 - April 2016 · 1 yr 5 mos
Raymond James (USA) LTD.Broker
July 2014 - April 2016 · 1 yr 9 mos
State Registrations1 state
CA
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.