Martin & Associates Investment Advisory Services, LLC provides investment advice through its Managed Account Program (MAP). They create portfolios based on client risk tolerance and investment objectives. They also offer investment advisory services to 401k sponsors. Portfolios are invested in a variety of securities, including stocks, ETFs, and bond funds, using a sector rotation strategy. Custodial services are provided by Pershing via Osaic Wealth, Inc.
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% |
These fees are for Equity & Balanced Accounts. Fees are negotiable. The firm also manages accounts through Orion Portfolio Solutions (OPS) with a separate fee schedule: First $50,000: up to 1.50%, Next $50,000: up to 1.35%, Next $150,000: up to 1.20%, Next $250,000: up to 1.00%, Over $500,000: Negotiable.