Martin & Associates Investment Advisory Services LLC

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Client assets under management

$46,916,232

Clients

224

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

112

Very High

Average account size

$209,447

About

Martin & Associates provides discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients and also serves as an ERISA section 3(38) investment adviser for retirement plan sponsors through its Network 401k service. The firm operates a wrap‑fee managed account program and offers managed-account relationships that include ongoing reporting and quarterly portfolio evaluation.

The firm manages accounts using a Sector‑Rotation style and constructs portfolios largely with exchange‑traded funds, and its strategies may include the use of margin and inverse ETFs; it also places some client assets with third‑party managers through a model/OPS platform. Accounts are monitored on an ongoing basis with formal reviews at least annually and performance reporting provided to clients each quarter.

What distinguishes this firm from many peers is that its advisory representatives are also registered representatives of a broker‑dealer and are licensed to sell insurance and commissionable products, and the firm explicitly discloses the potential conflicts that arrangement can create. The firm is a small, two‑advisor practice managing its client base and includes a disclosed regulatory arbitration settlement from 2006 in its public filings.

Client services

Portfolio management Pension consulting

Expertise

Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $250,000: up to 1.95% $250,000 - $500,000: up to 1.75% $500,000 - $1,000,000: up to 1.50% $1,000,000+: up to 1.25%

Other

Account minimum: $100,000

Main office location

Martin & Associates Investment Advisory Services LLC

102 Fontainbleau Drive, Bldg. E 1

Mandeville LA 70471, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

985-792-7879

Advisors at this firm

Richard M

Series 63, Series 65, Series 66

Mandeville, LA

Martin & Associates Investment Advisory Services LLC

Richard Martin is a financial advisor at Martin & Associates Investment Advisory Services LLC with 44 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Osaic Wealth, Inc. and FSC Securities Corporation, Inc. prior to his current role. Martin also manages variable annuity contracts as part of his insurance-related activities. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, utilizing exchange-traded funds and a sector-rotation investment approach. The firm offers managed account programs, third-party manager options, and ERISA 3(38) services to retirement-plan sponsors, managing approximately $63–64 million across 250 client relationships.

Active portfolio management Founder/Business Owner

Leo L

CFP®, Series 63, Series 65

Mandeville, LA

Martin & Associates Investment Advisory Services LLC

Leo Labourdette Jr. is a CFP® professional with 38 years of industry experience, currently serving at Martin & Associates Investment Advisory Services LLC since 2009. He previously worked at FSC Securities Corporation and OSAIC. Labourdette also owns a sole proprietorship involved in life and fixed annuity sales. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, employing a sector-rotation strategy primarily using exchange-traded funds. The firm manages approximately $63–64 million across about 250 client relationships and offers both discretionary and non-discretionary arrangements, including ERISA 3(38) investment services for retirement-plan sponsors.

Active portfolio management Founder/Business Owner

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