Erick Martiak is a registered investment advisor at Edward Jones, based in Clearwater, FL, with 6 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
311 Park Place Blvd N, Suite 640, Clearwater, FL, 33759
Get directionsHistory
Regulatory History (6)
Judgment / Lien
March 2025Judgment / Lien
February 2025Judgment / Lien
March 2023Financial
July 2022Judgment / Lien
April 2020Judgment / Lien
February 2020Other Business Activities
Erick is a partner in a rental property management business in Morganville, NJ, since 2015, and an owner of rental property in Asbury Park, NJ, since 2000. He dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
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
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