Martin Gale is a CFP, ChFC-designated registered investment advisor at Valley Wealth Managers, INC., based in Tampa, FL, with 14 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
2028 East 7th Ave, Tampa, FL, 33605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Valley Wealth Managers, INC.
Previous Registrations
Valley Wealth Managers, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
USAA Financial Planning Services
State Registrations1 state
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