Martin Financial Management provides personalized financial planning and investment management to individuals. Services include financial planning, investment management, retainer wealth management, and hourly planning. Martin Financial Management is a fee-only firm and does not sell commissioned products or accept commissions.
Assets Under Management$62M
Clients32
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The minimum annual fee is $4,000 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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