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Thomas Martino

1 Year of Experience
Denver, CO

Thomas Martino is a registered investment advisor at Martino Capital, LLC, based in Denver, CO, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 167 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
167 clients
Average Client Portfolio
$211K average
Assets Under Management
$35.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.65%
$5.0M - $10.0M0.60%
$10.0M - $50.0M0.50%
$50M+0.40%

Retail fee is 1.45% and is negotiable.

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

Denver, CO

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Thomas is the Managing Member of Vesterra One, LLC and other sequentially named LLCs, established to purchase single-family homes for rental and resale. He dedicates minimal time to this activity, which is independent of his wealth management business.

Employment History
Current Registrations
Martino Capital, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
CO
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.
Thomas Martino - Financial Advisor | TrueAdvisor