Martin Lougen
Martin Lougen is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 27 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 1,930 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.
Location
400 Sterling Drive, Orchard Park, NY, 14127
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Martin is involved in numerous real estate rental businesses and property management, as well as owning a pub/restaurant. He also provides investment advisory services through Silver Grove Advisory Services Inc, spending about half his time on this activity, and is an agent for non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Silver Grove Advisory Services
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Equities LLCBroker
MML Investors Services, INC.Broker
State Registrations3 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.