Robert Martz
Robert Martz is a registered investment advisor at Bcg Securities, INC., based in Wexford, PA, with 41 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
8500 Brooktree Rd., Suite 210, Wexford, PA, 15090
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 ActivitiesSells Insurance
Robert is an independent insurance agent selling fixed insurance products and is also the President of Hart, McConahy & Martz, Inc., where he focuses on insurance sales and service, dedicating nearly full-time hours to this role. Additionally, Robert is the owner/president of 4M Holdings, LLC, a land purchasing company, and the VP of Safe Harbor Condominium Association, dedicating minimal time to each.
Employment History
Current Registrations
Bcg Securities, INC.Broker
Bcg Securities, INC.
Previous Registrations
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Aetna Investment Services, LLCBroker
Aetna Investment Services, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations1 state
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