Joy Martinsen is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Smithtown, NY, with 12 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 128 clients with $35M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees negotiable for accounts over $15,000,001. When a client’s account is held at American Funds Service Company, the annual fee for investment management services is billed at .75%.
50 Karl Ave, Suite 103, Smithtown, NY, 11787
Get directionsJoy is VP of The Martinsen Group Inc, set up for tax purposes and receives income from investment activities, but she spends no time on it. She is also a partner at Comprehensive Health Solutions LLC, focusing on Medicare sales and service for a minimal time commitment, and an Investment Adviser Representative at Nobles & Richards Advisors, LLC, dedicating about a third of her time to advising, monitoring, reviewing, research, and analysis.
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.