Martin Miller
Martin Miller is a registered investment advisor at Ma Private Wealth, LLC, based in San Carlos, CA, with 34 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 352 clients with $580M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Fees may be negotiable. Some legacy clients may be grandfathered under different fee schedules.
Fee Estimator
Location
1355 A San Carlos Avenue, San Carlos, CA, 94070
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Martin is the CEO of Fly Big Blue, LLC, an aviation holding company, since 2018. He dedicates a few hours per week to purchasing aircraft and negotiating leases.
Employment History
Current Registrations
Ma Private Wealth, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.