Alix Demartino is a CFP-designated registered investment advisor at Defined Wealth Management, LLC, based in Beaverton, NY, with 13 years of industry experience. Alix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 154 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Defined Wealth Management charges an annual fee based on the value of your portfolio. The fee is assessed quarterly in advance, based on the prior month-end value. The annual fee ranges from 0.30% to 1.50%. Fees can be structured as a fixed percentage, a tiered schedule, or a linear schedule.
Location
8625 SW Cascade Ave., Suite 410, Beaverton, NY, 97008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alix owns Canvasa Paint & Stain, a residential painting business, and rental property in Portland, OR. She is also a manager/member/owner of DeMartino Consulting, LLC, a financial services consulting firm, spending minimal time on this activity.
Employment History
Current Registrations
Defined Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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