Errol Martin is a registered investment advisor at Beta Management Consulting, based in The Woodlands, TX, with 31 years of industry experience. Errol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The asset management fee of 1.25% and the hourly rate of $225 are subject to Errol Martin's discretion after discussion and negotiation with the client. There is a minimum fee of $495, which is also negotiable.
Fee Estimator
Location
The Woodlands, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beta Management Consulting
State Registrations2 states
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