Thatcher Martin is a CFA-designated registered investment advisor at Spree Capital Advisers, based in Darien, CT, with 7 years of industry experience. Thatcher 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 8 clients with $12M 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 | 1.00% |
Qualified clients also pay a 10% performance fee based on capital appreciation.
Fee Estimator
Location
30 Old Kings Highway South, Suite 155, Darien, CT, 06820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spree Capital Advisers
State Registrations1 state
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