Martin & Company offers investment management services to a variety of clients, including individuals, pension plans, endowments, and corporations. They create customized investment strategies based on each client's specific needs, considering factors like risk tolerance and tax implications. Investments include bonds, stocks, and ETFs. Martin & Company does not offer financial planning services.
Assets Under Management$1.5B
Clients120
Advisors5
Avg. per Client$12M
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
These rates apply to Equity or Balanced Accounts. Small-Cap or Custom Equity Accounts: First $5 million is 1.00%, over $5 million is 0.65%. Fixed Income Accounts: First $5 million is 0.50%, over $5 million is 0.25%. Minimum annual fee is $5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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