Robert
Martin

Johnson Investment Counsel, Inc

CRD#6204657
Investment Advisor
in Cincinnati, OH

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About this Advisor

Robert Martin is a financial advisor based in Cincinnati, Ohio, working with Johnson Investment Counsel, Inc. Robert has previously held positions at Fort Washington Investment Advisors and Johnson Investment Counsel, Inc. Robert is registered to provide services in Ohio. Currently, Robert is part of Johnson Investment Counsel, Inc, which operates out of Cincinnati, Ohio. The firm has 5 offices and 151 employees. The firm manages assets totaling $18.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Johnson Investment Counsel, Inc includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3777 West Fork Road
Cincinnati, OH 45247

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Johnson Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$18,609,057,968

OH Average: $2,106,341,625
Total Number of Employees

151

OH Average: 34
Total Number of Accounts

15,436

OH Average: 1,972
Average Account Size

$1,205,562

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Martin Work History

2015 - Present (9 years)

Johnson Investment Counsel, Inc

2013 - 2015 (2 years)

Fort Washington Investment Advisors

Disclosures

Please visit the SEC profile of Robert Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Investment Counsel, Inc

Andrew Kucia
Cincinnati, OH
Michael Prebles
Cincinnati, OH
Gwendelyn Burke
Cincinnati, OH
Lia Reece
Cincinnati, OH
Emma Kellerman
Cincinnati, OH
Daniel Gusty
Cincinnati, OH
Nathan Nichols
Cincinnati, OH
Andrea Ernst
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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