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Martin Mcbroom

30 Years of Experience
Las Vegas, NV

Martin Mcbroom is a registered investment advisor at Mcbroom & Associates, LLC, based in Las Vegas, NV, with 30 years of industry experience. 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 98 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$215.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

1% for equity and ETF investments. 0.4% for fixed income investments. 2% for accounts significantly below the minimum size. Fees may be negotiable.

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

1635 Village Center Cir, Ste 140, Las Vegas, NV, 89134-6375

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcbroom & Associates, LLC
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Marks Mcbroom Walston & Company, INC.
February 1996 - June 2010 · 14 yrs 4 mos
State Registrations2 states
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Advisor

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Exams
No exam information available for this advisor.