Jason Martel is a CFP-designated registered investment advisor at Martel Wealth Advisors, LLC, based in Vancouver, WA, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,033 clients with $1.5B 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee schedule is for Charles Schwab & Co. Inc & SEI Private Trust Company accounts. Transamerica and Lincoln Financial Group accounts have slightly different fees: $0 - $499,999: 1.24%, $1,000,000 - $4,999,999: 0.72%, Over $10,000,000: 0.48%. Fees may be negotiable.
Fee Estimator
Location
2001 SE Columbia River Drive, Ste 200, Vancouver, WA, 98661
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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 →Employment History
Current Registrations
Martel Wealth Advisors, LLC
Previous Registrations
Kms Financial Services, INC
State Registrations1 state
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