Martin Bassett is a CFP-designated registered investment advisor at Bassett Financial Advisors, based in Fort Wayne, IN, with 20 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 276 clients with $52M 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 | 1.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Accounts utilizing the AssetMark Platform are subject to a Total Account Fee of no more than 1.75% annually.
Fee Estimator
Contact
Martin Bassett
Location
5732 Coventry Lane, Fort Wayne, IN, 46804
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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 →Employment History
Current Registrations
Bassett Financial Advisors
Previous Registrations
LPL Financial LLC
Raymond James & Associates, 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
Additional Information
With my children just leaving the nest, I am just rediscovering many of the of the things I enjoy doing. Admittedly, my energy has been focused on family and running my own financial advisory business. Dividing my time between family, study (personal finance), and business operations has been a balancing act.