Martin & Associates Investment Advisory Services provides investment management and advisory services primarily to high-net-worth individuals, families, trusts, estates, and retirement accounts. The firm utilizes a sector rotation investment strategy, constructing diversified portfolios mostly using exchange-traded funds. In addition to managing individual accounts, Martin & Associates offers services to retirement plan sponsors acting in a fiduciary capacity under federal retirement plan rules. Portfolios are managed on a discretionary basis, meaning Martin & Associates makes investment decisions on behalf of clients based on their stated goals and risk tolerance. The firm operates in Louisiana and custodies client assets through Osaic Wealth and Pershing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on the complexity of the account and the level of services required. Other programs such as Orion Portfolio Solutions have separate schedules starting at 1.50%.