Arthur Grizzle
Arthur Grizzle is a CFA-designated registered investment advisor at Martello Retirement and Wealth, LLC, based in Virginia Beach, VA, with 8 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $30M 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 | 1.00% |
| $1.0M - $5.0M | 0.66% |
| $5.0M - $10.0M | 0.33% |
| $10M+ | 0.00% |
Fee Estimator
Location
200 Bendix Rd, Suite 170, Virginia Beach, VA, 23454
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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
Arthur works full-time as a Manager, Investments & Trusts at Huntington Ingalls Industries, overseeing the pension plan's alternative investment program since 2022. He receives 100% of his yearly compensation from this business.
Employment History
Current Registrations
Martello Retirement and Wealth, LLC
State Registrations3 states
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