Michele Martin
Michele Martin is a registered investment advisor at King Wealth Management Group, LLC, based in Saratoga Springs, NY, with 10 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 719 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
King Wealth Management charges a percentage of the assets they manage for investment management services. The annual fee is a maximum of 1.50%, and is negotiable. King Wealth Management may also charge a fixed fee for investment management services, which will be negotiated between King Wealth Management and the client. All accounts are subject to a minimum annual management fee of $500.00, which may be waived.
Location
270 West Circular Street, Suite 1, Saratoga Springs, NY, 12866
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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 →Other Business Activities
Michele is a divorce mediator, operating under the name Divorce Agree, since 2013. This activity requires a few hours per week and is not investment-related.
Employment History
Current Registrations
King Wealth Management Group, LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
State Registrations1 state
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.