Martin Mcnamara is a CFP-designated registered investment advisor at Marrick Wealth, based in Irvine, CA, with 18 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 89 clients with $220M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates reflect the schedule for accounts under $5 million. A separate schedule applies for relationships starting above $5 million where the first $5 million is charged at 0.75%. Fees are negotiable.
Fee Estimator
Contact
Martin Mcnamara
Location
2211 Michelson Drive, Suite 300, Irvine, CA, 92612
Get directionsHistory
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
Martin is a CPA course instructor for the CALCPA Education Foundation, teaching CPAs and CFPs a continuing education course titled Tax-Smart Investing. This activity requires minimal time.
Employment History
Current Registrations
Marrick Wealth
Previous Registrations
The Tarbox Group, INC.
Fairway Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Marty co-founded marrick wealth in 2012. He is responsible for establishing and managing client relationships. Marty has served as an advisor to wealthy families for over 15 years with four different companies including two boutique, fee-only wealth management firms, and two international companies, Deloitte and Northern Trust.
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