FloMartin Securities Corporation offers investment advice to individuals, high-net-worth individuals, and pension/profit sharing plans. FloMartin creates investment plans based on each client's goals, risk tolerance, and time horizon. FloMartin provides ongoing portfolio management services, including investment strategy, asset allocation, and regular monitoring. FloMartin limits its investment advice to fixed income securities, real estate funds, equities, ETFs, mezzanine debt and private placements.
Assets Under Management$4.4M
Clients26
Advisors1
Avg. per Client$170K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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