Martin Danielak is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Vancouver. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2023Final
Employment History
Current Registrations
Raymond James (USA) LTD
January 2026 - Present · 8 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.