Martin Financial Solutions offers ongoing investment management services, where they continuously monitor client accounts and make trades as needed. They create customized investment programs based on individual client needs, goals, and risk tolerance. They also offer general consulting services, including retirement, tax, and investment planning. Martin Financial Solutions primarily uses exchange-traded funds to structure client portfolios.
Assets Under Management$2.4M
Clients13
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable based on financial situation, assets under management, and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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