CM
CFA
CM
CFA

Christian Martin

1 Year of Experience

Christian Martin is a CFA-designated registered investment advisor at Andersen, based in New York, NY, with 1 years of industry experience. Christian 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, Investment Management, and 2 more. Their firm serves 583 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $35.0M0.50%
$35.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for amounts over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 Avenue of the Americas, 18th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Andersen
November 2024 - Present · 1 yr 5 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Christian Martin - Financial Advisor | TrueAdvisor