Eric Martin is a registered investment advisor at Oxford Martin, LLC, based in Wakefield, MA, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 54 clients with $25M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
301 Edgewater Place, Suite 100, Wakefield, MA, 01880
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 Activities
Eric works as a clerk for Melrose Accounting & Tax Specialists, handling clerical and administrative duties since 2019. He spends a few hours per week on this activity.
Employment History
Current Registrations
Oxford Martin, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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