Atencio Martin is a registered investment advisor at Integrity Financial Advisors, LLC, based in Kittery, ME, with 2 years of industry experience. Atencio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 240 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are subject to negotiation. Sub-advisory and co-advisory clients pay higher total fees because fees charged by outside registered investment advisors are in addition to Auour's fees.
Fee Estimator
Location
Kittery, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrity Financial Advisors, LLC
State Registrations1 state
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
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