Martina Schackman is a CFA, CFP-designated registered investment advisor at Benefit Financial Services Group, based in Reno, NV, with 33 years of industry experience. Martina 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, and 1 more. Their firm serves 849 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFSG charges an annual fee based on a percentage of the assets they manage. This fee typically ranges from 0.25% to 1.25%, depending on the services provided, the investment strategies used (individual stocks vs. ETFs/mutual funds), and the complexity of your financial situation. A minimum annual fee of up to $5,500 may apply. Some clients pay fixed fees between $300 and $3,000, depending on account size and complexity. Fees are billed quarterly in advance or in arrears, as specified in your contract.
Location
Reno, NV
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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 →Employment History
Current Registrations
Benefit Financial Services Group
Previous Registrations
Prudential Investment Management Services LLCBroker
Benefit Funding Services Group
Financial Network Investment CorporationBroker
Benefit Funding Services Group
Liberty Capital Management, INC.
Royal Alliance Associates, INC.Broker
Chatfield Dean & CO., INC.Broker
Baraban Securities, INC.Broker
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.