David Martin is a registered investment advisor at Mb Gen Wealth, based in Spokane, WA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MB Gen Wealth's standard investment management fee is 1% of your portfolio, with a maximum fee of 1.5%. This fee is negotiable and may be lower based on the size of your account, householding accounts, or legacy pricing. Fees are paid quarterly, either in advance or arrears, based on the value of your portfolio. MB Gen also uses sub-advisors, who charge separate fees ranging from 0.2% to 1.00%.
Location
111 S. Post Street, Suite 2250, Spokane, WA, 99201-6021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a general partner at Echelon Capital, LLC, a private fund investment advisor, since 2006. He spends minimal time on this activity, facilitating client needs by directing them to a receiver.
Employment History
Current Registrations
Mb Gen Wealth
Previous Registrations
Merriman
Summit Capital Management LLC
Nelson Securities,inc.Broker
Summit Capital Strategies, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
State Registrations3 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.