Martin Bicker is a registered investment advisor at Waverley Wealth Management LLC, based in Mountain View, CA, with 17 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 114 clients with $200M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
2570 W. El Camino Real, Suite 680, Mountain View, CA, 94040
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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
Martin is the President of Bicker & Company CPAs Inc., a CPA firm, dedicating about half of his time to this role since 1995. He is also an independent contractor for Inspirato LLC, a private vacation club, doing general marketing of membership products and services, but spends minimal time on this activity.
Employment History
Current Registrations
Waverley Wealth Management LLC
Previous Registrations
Martin Thomas Wealth Management
State Registrations2 states
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