Martin O'shaughnessy is a CFP-designated registered investment advisor at Cfg Retirement, based in Edina, MN, 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. Their firm serves 367 clients with $180M 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 $500K | 1.20% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
4550 W 77th Street, Suite #380, Edina, MN, 55435
Get directionsHistory
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 ActivitiesSells Insurance
Martin sells fixed insurance products and fixed annuities, dedicating minimal time to this activity. This activity is investment-related and occurs at the same address as the branch.
Employment History
Current Registrations
Cfg Retirement
Previous Registrations
Belpointe Asset Management LLC
Dai Wealth, LLC
Dai Securities, LLCBroker
Assetmark Brokerage, LLCBroker
Assetmark, INC.
State Registrations1 state
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