Eric Martz is a registered investment advisor at Ip Financial Advisory Services LLC, based in Carmel, IN, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
Carmel, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the sole owner of Martz Solutions Group LLC, a business consulting practice, dedicating about a quarter of his time. He also works as an independent regional wholesaler, earning commission and spending a few hours per week.
Employment History
Current Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
Sheaff Brock Investment Advisors, LLC
Ausdal Financial Partners, INC.
State Registrations2 states
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