Timothy Martin is a CFP-designated registered investment advisor at Upleft Asset Management, based in Port Angeles, WA, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 53 clients with $54M 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 $1.0M | 0.96% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.76% |
| $5M+ | 0.50% |
Fees are negotiable for family, friends, and nonprofit organizations.
Fee Estimator
Location
228 West First Street, Suite P, Port Angeles, WA, 98362
Get directionsHistory
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
Upleft Asset Management
Previous Registrations
Hallett Advisors
Handcrafted Financial Values
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Miller, CFPUpleft Asset Management
- Anthony Sanders, CFPEdward Jones
- Stephen Methner, ChFCState Farm Investment Management CORP.
- Danielle Rivers, CFPEdward Jones
- Julie Wakefield, CFPJ.P. Morgan Securities LLC
- Matthew Zdroik, ChFC