Martin Herrmann is a registered investment advisor at Noblebridge Wealth, based in North Caldwell, NJ, with 24 years of industry experience. Martin 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, and 1 more. Their firm serves 329 clients with $150M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,001. When NBWM is named as the strategist, models have an annual strategist fee, which is charged by NBWM as manager and covers the costs of their portfolio construction and ongoing investment management services. This fee ranges from 0.08% to 0.50% and is incorporated as part of your total Managed Account Services fee.
Fee Estimator
Location
North Caldwell, NJ
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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
Noblebridge Wealth
Previous Registrations
Parsonex Securities, INC.Broker
Millington Securities, INC.Broker
Northern Lights Distributors, LLCBroker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Fidelity Brokerage Services LLCBroker
Waterhouse Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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.