Karla Martin is a registered investment advisor at Align Financial Advisors, LLC, based in Mckinney, TX, with 1 years of industry experience. Karla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 93 clients with $74M 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 $50K | Included |
| $50K - $500K | 1.00% |
| $500K+ | 0.50% |
No fees will be charged for short-term assets (money market funds, CDs) held in accounts. For accounts with $0 - $50,000 in no more than 2 accounts, the fee is $500. Each additional account is $50 per calendar quarter. Fees under this schedule can amount to over 3% of the portfolio value.
Fee Estimator
Location
6401 Eldorado Pkwy, Suite 420, Mckinney, TX, 75070
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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
Karla provides personal bookkeeping services as an accountant since January 2019. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Align Financial Advisors, LLC
Previous Registrations
Wheat Givens Financial, 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.