Jeffrey Martin is a registered investment advisor at Rpo Wealth Partners LLC, based in Charlotte, NC, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
RPO Wealth Partners offers ongoing financial planning for a fixed annual fee between $1,000 and $100,000, paid quarterly in advance. This includes biannual check-ins, an end-of-year meeting, and an updated financial plan annually.
RPO Wealth Partners offers financial plans for a fixed rate between $1,000 and $100,000.
Location
1009 East Blvd, Charlotte, NC, 28203
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 →Employment History
Current Registrations
Rpo Wealth Partners 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.