Alisa Martin is a registered investment advisor at Signia Capital Management, based in Spokane, WA, with 21 years of industry experience. Alisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $120M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
9 S Washington St, Suite 520, Spokane, WA, 99201
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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.
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Alisa is the Owner/President of AM Consulting LLC, which consults with investment management firms on operations, finance, and compliance. This activity takes up nearly all of Alisa's time.
Employment History
Current Registrations
Signia Capital Management
Previous Registrations
Alps Distributors, INC.Broker
Quasar Distributors, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Forum Fund Services, LLCBroker
Funds Distributor, INC.Broker
Sirach Capital Management INC.
Uam Fund Distributors, INC.Broker
State Registrations1 state
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