Martin Sather is a registered investment advisor at Boundary Street Partners LP, based in Chapel Hill, NC, with 15 years of industry experience. Martin 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 20 clients with $18M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $35.0M | 0.75% |
| $35.0M - $60.0M | 0.60% |
| $60M+ | 0.55% |
BSP may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where BSP deems it appropriate under the circumstances.
Fee Estimator
Location
Chapel Hill, NC
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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
Boundary Street Partners LP
Previous Registrations
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 states
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