Richard Martin is a registered investment advisor at True Blue Financial, LLC, based in Stevensville, MI, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 734 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances.
Fee Estimator
Location
7889 Red Arrow Highway, Stevensville, MI, 49127
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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.
Learn about disclosures →Other Business Activities
Richard is a notary, provides administrative support to True Blue Financial (spending nearly full-time hours), and is a Certified Public Accountant doing tax preparation and planning for True Blue Tax (spending about 35-50 hours per month). True Blue Financial is also a DBA for Richard's LPL business.
Employment History
Current Registrations
True Blue Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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