Martin Tischler
Martin Tischler is a CFP-designated registered investment advisor at T. Rowe Price Associates, INC., based in West Palm Beach, FL, with 6 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,887 clients with $2200B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule reflects standard Private Asset Management services. Other investment strategies and managed account programs have separate fee schedules ranging from 0.05% to 0.95% depending on the asset class.
Fee Estimator
Location
West Palm Beach, FL
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 →Other Business Activities
Martin is the President of Alpha Upsilon Zeta Housing Corporation, Inc., a real estate entity providing housing for a fraternal organization. He spends about 10-20% of his time on this role, which involves managing operations, leasing, and communication.
Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
T. Rowe Price Associates, INC.
T. Rowe Price Investment Services, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations53 states
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
- Daniel Cavin, ChFCState Farm Investment Management CORP.
- Eric Propper, CFA
- Galan Daukas, CFA, CFPBradley Foster & Sargent INC
- Moise Derosier, ChFCGlobal View Capital Management LLC
- Ettore Ventrice, CFPCresset Asset Management, LLC
- Michael Barron, CFPMorgan Stanley