MM
CFP
MM
CFP

Martin Jeffrey Moyers

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,560 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $7.0M0.75%
$7M+0.75%

Fees are negotiable thereafter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1835 Market Street, Suite 500, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Roffman Miller Associates INC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2003 - December 2018 · 15 yrs 9 mos
Charles Schwab & CO., INC.Broker
June 2002 - December 2018 · 16 yrs 6 mos
Prudential Securities Incorporated
June 2002 - June 2002 · 0 mos
Prudential Securities IncorporatedBroker
December 1998 - June 2002 · 3 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.