Martin Wealth Management (MWM) offers financial planning and investment management advice. MWM provides services such as determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. MWM manages client portfolios on a non-discretionary basis, meaning they need your consent before making any trades. MWM recommends investments like stocks, bonds, and mutual funds, but does not collect commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Minimum annual fee is $4,000. Maximum annual fee is $17,000. Fees may be negotiable for certain clients. Sub-Adviser fee is 0.29% of the average daily value of the assets in the model portfolio(s), plus a possible overlay fee for rebalancing and tax management.