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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$175K average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Westbrook, ME

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Previous Registrations
Atlantic Coast Financial
April 2022 - May 2024 · 2 yrs 1 mo
Edward Jones
August 2019 - April 2022 · 2 yrs 8 mos
Edward JonesBroker
July 2019 - April 2022 · 2 yrs 9 mos
State Registrations1 state
ME
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.