William Martone
William Martone is a ChFC-designated registered investment advisor at Martone Capital Management, INC., based in Tarrytown, NY, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $22M 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 | 1.25% |
Fees are negotiable and may vary based upon the market value of assets, complexity of the engagement, the level and scope of services, negotiations, and other factors.
Fee Estimator
Location
520 White Plains Rd, Suite 500, Tarrytown, NY, 10591
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
William is an independent insurance agent.
Employment History
Current Registrations
Martone Capital Management, INC.
Previous Registrations
Martone Capital Management, 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.