Todd Martin is a CFA-designated registered investment advisor at Timucuan Asset Management INC, based in Lakewood Ranch, FL, with 24 years of industry experience. Todd 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 625 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Timucuan Asset Management charges fees based on the value of your portfolio. There are two fee structures:
1. Net Asset Based:
- 1% per year on the first $10 million
- 0.75% per year on additional funds
2. Incentive Based (for accounts over $5 million): The greater of:
- A maintenance fee based on a percentage of assets
- A 10% quarterly performance fee (including both realized and unrealized gains and losses subject to a high-water mark).
Fees are negotiable in certain circumstances.
Location
8470 Enterprise Circle, Unit 102A, Lakewood Ranch, FL, 34202
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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
Timucuan Asset Management INC
Previous Registrations
Martin Capital Management, LLP
State Registrations1 state
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