Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Sergi is a financial advisor with Strategic Blueprint, LLC based in North Charleston, SC. Martin has been in the industry since 2011 and is a Certified Financial Planner. Martin is registered with the state of South Carolina and is licensed to provide advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Martin also specializes in providing family office services and has experience in pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
SC
01/01/2025 - Present
Strategic Blueprint, LLC (North Charleston SC)
Active
Inactive
Not sure Martin Sergi is the right advisor for you? Invested Better is here to help.
