Errol Martin DBA Beta Management Consulting provides investment counseling services, helping clients choose investments that align with their financial goals. Errol Martin analyzes clients' cash flow needs and risk tolerance to make suitable recommendations, then monitors investments and suggests adjustments as needed. All investment decisions require client approval.
Assets Under Management$27M
Clients30
Advisors1
Avg. per Client$890K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$495
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The asset management fee of 1.25% and the hourly rate of $225 are subject to Errol Martin's discretion after discussion and negotiation with the client. There is a minimum fee of $495, which is also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...