MA
MA

Martin Arslanian-Torre

7 Years of Experience
Philadelphia, PA
Broker

Martin Arslanian-Torre is a registered investment advisor at Advice and Planning Services, based in Philadelphia, PA, with 7 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1640 advisors
Number of Clients
72,807 clients
Average Client Portfolio
$472K average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management

TC Services offers several managed account programs with different fee structures:

  • TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
  • TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
  • Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.

TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.

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Location

1700 Market Street, 32nd Floor/Suite 3222, Philadelphia, PA, 19103

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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 Activities

Martin owns a residential rental property since 2022, generating rental income. This activity is investment-related.

Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
January 2023 - Present · 3 yrs 4 mos
Advice and Planning Services
January 2023 - Present · 3 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2021 - January 2023 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2021 - January 2023 · 1 yr 4 mos
Citizens Investment Services
November 2018 - December 2020 · 2 yrs 1 mo
Citizens Securities, INC.Broker
June 2018 - December 2020 · 2 yrs 6 mos
State Registrations4 states
DENJPAWV
AdvisorBrokerBoth

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.