JM
ChFC
JM
ChFC
Jeffrey Martin
23 Years of Experience
Edmonds, WA
1 Disclosure
Jeffrey Martin is a ChFC-designated registered investment advisor at Capital Investment Management, based in Edmonds, WA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 37 clients with $8.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$237K average
Assets Under Management
$8.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and may be reduced or waived for employees and their families.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Edmonds, WA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Settled
Employment History
Current Registrations
Capital Investment Management
March 2002 - Present · 24 yrs 2 mos
State Registrations1 state
WA
Advisor
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.
Exams
No exam information available for this advisor.