Martin Saltzman
Martin Saltzman is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Gig Harbor, WA, with 42 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 654 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Advisory Group charges a fee based on the value of your portfolio. This fee covers both Fortitude's services and any fees charged by third-party money managers, if you choose to use them. The total portfolio management fee has a maximum of 2.2% per year, but all fees are negotiable. In some cases, additional fees may apply for specific investment strategies managed in-house. Fortitude may also charge annual reporting and technology fees, up to 0.10% and 0.15% respectively.
Location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
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
Martin sells fixed insurance products, including term, whole, long-term care, and health insurance. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Afm Investments, INC.Broker
Karel Gordon Investment Associates INC
Afm Investments, INC.Broker
Network 1 Financial Securities INC.Broker
First Affiliated Securities, INC.Broker
Monmouth Investments, INC.Broker
Kobrin Securities, INC.Broker
State Registrations12 states
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.