Eric Martin
Advisor at Oxford Martin, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oxford Martin, LLC
Location
Wakefield, MA 01880
Credentials
Series 63, Series 66
Industry experience
4 years
About
Eric Martin is a financial advisor at Oxford Martin, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of his advisory role, he has experience in accounting and tax services as well as academic positions. Oxford Martin provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes direct stock selection complemented by low-cost mutual funds, ETFs, and bonds, applying fundamental, technical, and cyclical analysis in portfolio construction.
Fee options
Fixed fees up to $3,000 for financial planning engagements.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
Up to $200 per hour for financial planning services.
Account minimum: Oxford Martin generally does not impose a minimum relationship size. Fee-only: Investment management fees based on tiered AUM schedule; Financial planning fees on hourly or fixed fee basis.
Location
301 Edgewater Place, Suite 100
Wakefield, MA 01880
Most active in
Eric M has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Oxford Martin, LLC
2021 - Present (5 years)
fidelity Investments
2020 - 2021 (1 year)
Champlain College
2020 - 2022 (2 years)
Melrose Accounting & Tax Specialists
2019 - 2023 (4 years)
Car Wash USA Express
2017 - 2019 (2 years)
The University of Mississippi
2016 - 2020 (4 years)
Market basket
2015 - 2016 (1 year)
Wakefield Memorial High School
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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