Andrew Martin is a registered investment advisor at Quantum Financial Advisors INC, based in Rockville, MD, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 362 clients with $510M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at Quantum Financial Advisors' discretion.
Fee Estimator
Location
51 Monroe Street, Suite 1902, Rockville, MD, 20850
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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 →Other Business Activities
Andrew is a managing partner at Martin & Wall Certified Public Accountants, an accounting firm, dedicating nearly full-time hours to its operations. He also spends a few hours per week referring clients to Quantum Financial Advisors as part of a strategic alliance.
Employment History
Current Registrations
Quantum Financial Advisors INC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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