MA
MA

Martin Altimore

9 Years of Experience
Fair Oaks Ranch, TX

Martin Altimore is a registered investment advisor at Msa Capital Management, PLLC, based in Fair Oaks Ranch, TX, with 9 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$909K average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $1.0M1.00%
$1M+0.75%

Fees are non-negotiable in most cases. Institutional bond accounts have a separate fee schedule: 0.50% for $100,000 to $1,000,000, negotiable above that.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fair Oaks Ranch, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Msa Capital Management, PLLC
May 2016 - Present · 10 yrs
State Registrations1 state
TX
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.