William Martone
William Martone is a ChFC-designated registered investment advisor at Martone Capital Management, INC., based in Paramus, NJ, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $23M 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% |
Standard annual fee is up to 1.25% of assets under management. Fees are negotiable and may vary based on asset amount, account complexity, and other factors.
Fee Estimator
Location
Mack Cali Center, 140 E. Ridgewood Ave, Suite 415, South Tower, Paramus, NJ, 07652
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.
Exams
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