Paul Martin is a CFP-designated registered investment advisor at Proper Wealth, based in Tallahassee, FL, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 496 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proper Wealth charges a percentage of your portfolio's value each year for investment management. The annual rate ranges from 0.50% to 1.60%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Proper Wealth. Fees are negotiable. Proper Wealth may use independent managers, but the total fee will not exceed 2.00% annually.
Location
3233 Thomasville Road, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Proper Wealth
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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