Lloyd Caudle is a registered investment advisor at Martel Wealth Advisors, LLC, based in Vancouver, WA, with 20 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,033 clients with $1.5B 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee schedule is for Charles Schwab & Co. Inc & SEI Private Trust Company accounts. Transamerica and Lincoln Financial Group accounts have slightly different fees: $0 - $499,999: 1.24%, $1,000,000 - $4,999,999: 0.72%, Over $10,000,000: 0.48%. Fees may be negotiable.
Fee Estimator
Location
2001 SE Columbia River Drive, Ste 200, Vancouver, WA, 98661
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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
Martel Wealth Advisors, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
AXA Distributors, LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations1 state
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