Lee Martin is a registered investment advisor at Marquette Associates, INC., based in West Chester, PA, with 22 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PPG charges fees in three ways: flat fees, a percentage of your portfolio, or hourly rates. For some clients, PPG negotiates a fee based on a percentage of the client’s portfolio. This fee is based upon factors such as the value of the client’s assets, complexity of the portfolio, travel required, and number of meetings per year. Fee percentages may range from 0.075% to 1.00% annually.
Location
300 South High Street, West Chester, PA, 19382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marquette Associates, INC.
Previous Registrations
Wharton Equity Corporation
Peirce Park Group INC.
State Registrations1 state
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