DM
CFP · ChFC

Derek Jacob Martin

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
256 clients
Average Client Portfolio
$396K average
Assets Under Management
$101.3M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$3,000 - $25,000
Hourly Rate:$100 - $500/hr

Investment management fees are charged annually, up to 2.0% of assets under management, billed quarterly in arrears. Financial planning fees range from $3,000 to $25,000 for initial plans or consultations. Ongoing financial planning services are offered on a fixed fee basis ($1,000 to $3,000 per year) or hourly ($100 to $500 per hour). Fees are negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920

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Regulatory History (1)
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Customer Dispute
April 2024
Denied
Other 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
January 2018 - Present · 8 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2013 - December 2017 · 4 yrs 7 mos
Northwestern Mutual Investment Services, LLC Broker
June 2012 - December 2017 · 5 yrs 6 mos
State Registrations8 states
CACOGAINMIMTTXVA
Advisor
Exams
No exam information available for this advisor.