Robert Martin
Robert Martin is a registered investment advisor at Bison Wealth, LLC, based in Chapel Hill, NC, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 3,152 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Wealth charges an advisory fee based on a percentage of the value of your account. The exact percentage is negotiable but will not exceed 2.0% annually. This fee covers investment advice and account servicing. Clients participating in the Overlay Program will be charged an additional fee not exceeding 1% of the Overlay Value. If third-party managers are used, clients will pay separate fees to those managers.
Location
50101 Governors Dr., Suite 160, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (3)
Investigation
June 2024Regulatory
September 2023Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Robert is an insurance agent with Zenith Retirement Planning since 2019, supplementing his investment advisory services with insurance products like annuities and life insurance. This takes about 10-20% of his time, including about an hour during security trading hours.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Truadvice LLC
Oxley Capital Management, LLC
State Registrations1 state
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.