Martin Schoonover
Martin Schoonover is a registered investment advisor at Oak Tree Wealth Management, based in Corpus Christi, TX, with 18 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 58 clients with $13M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
The annual fee may be negotiable for accounts over $5,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
101 N. Shoreline Blvd., Suite 304, Corpus Christi, TX, 78401
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Martin is a licensed insurance agent selling life, health, annuities, and other insurance lines, dedicating about 10-15% of his time to this. Martin also owns Texan Autoplex, LLC, an auto dealership, spending a few hours per week on related activities.
Employment History
Current Registrations
Oak Tree Wealth Management
Previous Registrations
First Command Financial Planning, INC.
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.