Maydely Martin is a registered investment advisor at Truist Advisory Services, INC., based in Miami, FL, with 11 years of industry experience. Maydely operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
7545 N Kendall Drive, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maydely owns multiple rental properties and is involved in several businesses including E.Q. Kitchen, LLC, Martin Family Homes, LLC, Decor Homes Shop, LLC, and Elegant Cottage Co, managing inventory, sales, marketing, and website management. She dedicates about 10-20% of her time to Martin Family Homes, LLC and Decor Homes Shop, LLC, and minimal time to Elegant Cottage Co.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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