Martin Fogarty
Martin Fogarty is a registered investment advisor at Total Clarity Wealth Management, INC, based in Glenview, IL, with 22 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,038 clients with $760M 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 $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
Schedule reflects maximum annual fees for the Total Clarity Vision wrap program. Other programs like Value, PreActive, and CB accounts have separate schedules with maximum fees ranging up to 2.50% or 2.75%. Fees are negotiable.
Fee Estimator
Location
1545 N Waukegan Rd, Suite 2-9, Glenview, IL, 60025
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 an independent insurance agent and an attorney/founder at The Heartland Law Firm since 2000. His work at the law firm takes nearly full-time hours.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLC
Lasalle St. Investment Advisors, L.L.C.
Qa3 Financial LLC
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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