David Martinson is a registered investment advisor at Secondwind Asset Management LLC, based in Henderson, NV, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Henderson, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Secondwind Asset Management LLC
Previous Registrations
Morgan Stanley
State Registrations2 states
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