Robert Martini is a CFA-designated registered investment advisor at K.J. Harrison & Partners (USA) INC., based in Toronto, On, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $21M 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 | 2.00% |
Fee may be negotiable depending on the nature of services, types of investments, portfolio makeup, and/or the complexity of the client's situation.
Fee Estimator
Location
60 Bedford Road, Toronto, On, M5R 2K2
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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
Robert is associated with K.J. Harrison & Partners Inc., a registered dealer member of the Investment Industry Regulatory Organization of Canada (IIROC). The firm is registered with most Canadian provincial securities commissions as an investment.
Employment History
Current Registrations
K.J. Harrison & Partners (USA) INC.
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.