Philip Martini
Philip Martini is a registered investment advisor at Arete Wealth Advisors, LLC, based in West Palm Beach, FL, with 29 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
700 S Rosemary Ave, #204, West Palm Beach, FL, 33411
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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
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Canaccord Genuity LLCBroker
Parsonex Securities, INC.Broker
Cantor Fitzgerald & CO.Broker
Sanders Morris Harris INC.Broker
J.P. Morgan Securities INC.Broker
Jmp Securities LLCBroker
Deutsche Bank Securities INC.Broker
First Albany CorporationBroker
Sandler, O'neill & Partners, L.P.Broker
Banc of America Securities LLCBroker
Bear, Stearns & CO. INC.Broker
Thomson Institutional Services INC.Broker
Carillon Investments, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.