Bertram Martin is a registered investment advisor at Martin Capital Management, based in Naples, FL, with 9 years of industry experience. Bertram 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 2 clients with $5.2M 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% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
2640 Golden Gate Pkwy, Suite #105, Naples, FL, 34105
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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
Bertram is a passive owner/member of Lion Fund LLC and MCB Condos LLC, both investment-related businesses. He also works as an Investment Advisor Representative for RiverGlades Family Offices LLC, volunteers for St. Pete Free Clinic and is a Trustee for Sister Margaret Freeman Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Martin Capital Management
Riverglades Family Offices, LLC
Previous Registrations
Collaboration Capital LLC
Suncoast Equity Management, LLC
Transamerica Financial Advisors, INC.
State Registrations1 state
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