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Justin Everett Martello

Effective Assets

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About Justin Everett Martello

Justin Everett Martello is an Investment Advisor Representative at Effective Assets in HASLETT, MI. Justin has over 15 years of experience in the financial services industry. He is a Certified Financial Planner and holds the Series 6, 7, 63 and 66 licenses. Justin has previously been registered with CAMBRIDGE INVESTMENT RESEARCH, INC. and HORNOR, TOWNSEND & KENT, INC.. Justin provides financial planning, portfolio management, and publication of periodicals.

Firm Information

Justin Martello is currently registered with Effective Assets. Effective Assets is an independent Registered Investment Advisor (RIA) headquartered in . The firm provides financial planning, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Effective Assets manages approximately $151.3 million in assets for 405 clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm is led by Justin Martello.

$151.28M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Martello’s Registration & Firm History

MI

02/23/2017 - Present

Effective Assets (HASLETT MI)

CA

01/03/2007 - 12/31/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (BERKELEY CA)

CA

08/11/2005 - 12/15/2006

HORNOR, TOWNSEND & KENT, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Everett Martello.
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