Randall P. Martin offers investment management through separate accounts and a private fund. His investment approach involves fundamental analysis, trend following, and allocation changes. He focuses on quality investments, including stocks, bonds, commodities, and currencies through exchange-traded funds. He does not sell products, insurance, or provide tax, estate, or pension planning advice.
Assets Under Management$13M
Clients8
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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