Stephen Martin
Stephen Martin is a CFP-designated registered investment advisor at Purposeful Financial and Legacy Planning, based in Fort Collins, CO, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $110M 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Minimum annual fee is $4,000. Maximum annual fee is $17,000. Fees may be negotiable for certain clients. Sub-Adviser fee is 0.29% of the average daily value of the assets in the model portfolio(s), plus a possible overlay fee for rebalancing and tax management.
Fee Estimator
Location
Fort Collins, CO
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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
Purposeful Financial and Legacy Planning
State Registrations1 state
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