Brian Martin
Brian Martin is a CFP-designated registered investment advisor at Strategic Wealth Partners, LTD., based in Indianapolis, IN, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
Indianapolis, IN
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Regulatory History (1)
Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Brian is an advisor with Cambridge Financial Consultants, LLC, selling life insurance and annuities, dedicating a few hours per week. He is also an owner/advisor with Cambridge Financial Consultants, LLC, providing investment advisory services, spending nearly full-time on this activity.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Cfg Wealth Management Services INC
1st Global Capital CORP.Broker
1st Global Advisors INC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Delta Equity Services CorporationBroker
Foundation Investors Securities CORP.Broker
Laughlin Group Advisors, INC.Broker
Financial Network Investment CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Garco Equity Sales, INC.Broker
Marketing One Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 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.