Patrick Martin
Patrick Martin is a CFA-designated registered investment advisor at Martin Investment Management, LLC, based in North Palm Beach, FL, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 269 clients with $850M 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 | 1.50% |
Standard fee is 1.5%, but fees are negotiable and may vary. Fees on amounts above $5 million may be discounted to 0.75% in some circumstances.
Fee Estimator
Location
North Palm Beach, FL
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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
Martin Investment Management, LLC
Previous Registrations
Martin Investment Management, LLC
State Registrations2 states
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