Martin Bublitz is a registered investment advisor at Treeview Capital, based in Mill Creek, WA, with 4 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Mill Creek, WA
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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.
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Martin is a managing member of Bublitz Holdings LLC, a holding company, dedicating minimal time. He is also a principal consultant at Cascade Cloud Services LLC, an IT consultancy, dedicating nearly full-time hours.
Employment History
Current Registrations
Treeview Capital
Previous Registrations
Cornerstone Alternatives
Treeview Capital Management LLC
State Registrations1 state
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