Martone Capital Management offers investment advisory services on a discretionary or non-discretionary basis. Martone does not provide financial planning or estate planning services, but may offer limited consulting on non-investment matters. Martone's investment process involves understanding client objectives and allocating assets accordingly, with ongoing monitoring and rebalancing. Fees are negotiable and may vary among clients.
Assets Under Management$22M
Clients48
Advisors1
Avg. per Client$450K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and may vary based upon the market value of assets, complexity of the engagement, the level and scope of services, negotiations, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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