Derek Martin
Derek Martin is a CFP, ChFC-designated registered investment advisor at 56 Capital Partners, LTD, based in Colorado Springs, CO, with 13 years of industry experience. Derek 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 256 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
56 Capital Partners charges an annual fee of up to 2.0% of the value of your portfolio. This fee is negotiable and depends on factors like the amount of assets managed and the services provided. Fees are billed quarterly in arrears, and you can choose to have the fees calculated by 56 CP or the custodian. You can cancel the investment management agreement within five business days without penalty.
Location
1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Derek may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
56 Capital Partners, LTD
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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.