Martin Krikorian is a registered investment advisor at Capital Wealth Management, based in Tewksbury, MA, with 23 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, High Net Worth, Investment Management, and 1 more. Their firm serves 20 clients with $12M 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 | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
103 Balsam Place, Unit #101, Tewksbury, MA, 01876
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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
Capital Wealth Management
Previous Registrations
Cantella & CO., INC.
Financial Network Investment Corporation
State Registrations1 state
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