Shelby Martin is a registered investment advisor at LPL Financial LLC, based in Albany, NY, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6 Tower Place, Albany, NY, 12203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shelby operates under two DBAs, Wealthpoint LLC and WealthOne LLC, for her LPL business. She also provides investment advisory services through WealthOne, LLC, an independent investment advisor firm, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthone, LLC
State Registrations2 states
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