MH

Martin Theodore Herman

57 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$356.1M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000

Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

6880 S. McCarran Blvd, Suite 3, Reno, NV, 89509

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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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Other Business Activities

Martin is associated with Avison Advisors LLC, a Registered Investment Advisor (RIA). His compensation is fee-based.

Employment History
Current Registrations
Avisen Advisors, LLC
May 2009 - Present · 16 yrs 8 mos
Avisen Wealth Management, INC.Broker
April 2009 - Present · 16 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
November 1994 - May 2009 · 14 yrs 6 mos
UBS Financial Services INC. Broker
March 1985 - May 2009 · 24 yrs 2 mos
E. F. Hutton & Company INCBroker
October 1968 - March 1985 · 16 yrs 5 mos
State Registrations4 states
CANVORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.