CM
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Charles Massiatte
7 Years of Experience
San Antonio, TX
2 Disclosures
Charles Massiatte is a registered investment advisor at Martin Capital Advisors, LLP, based in San Antonio, TX, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 84 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
84 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$181.9M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Antonio, TX
Get directionsHistory
Regulatory History (2)
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Financial
April 2018Final
Financial
December 2016Final
Employment History
Current Registrations
Martin Capital Advisors, LLP
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - March 2021 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - March 2021 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.