Reid Weaver is a CFA-designated registered investment advisor at Martin Capital Partners, LLC, based in Eugene, OR, with 15 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $96M 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 | 1.30% |
| $1M+ | 0.95% |
Fees may be negotiable. Sub-advised accounts: 0.50% on all assets. Institutional accounts: 0.55% on assets under $10,000,000, 0.40% on assets between $10,000,001 and $20,000,000, and 0.25% on assets over $20,000,000.
Fee Estimator
Location
940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR, 97401
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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
Reid acts as the Chief Compliance Officer (CCO) for Martin Capital Partners, LLC, an independently registered investment adviser. The company is expected to dissolve on December 31, 2024.
Employment History
Current Registrations
Martin Capital Partners, LLC
Previous Registrations
Wcm Investment Management
Martin Capital Partners, LLC
State Registrations1 state
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