Marta Haydym is a CFP-designated registered investment advisor at Silver Accounting Service INC. DBA Silver Financial Service, based in Westbrook, ME, with 6 years of industry experience. Marta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 57 clients with $10M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Minimum annual fee of $600 for a single person and $750 for a couple, waived with $50,000 assets under management.
Westbrook, ME
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