Martin Wealth Solutions (MWS) manages investment portfolios based on each client's individual needs, goals, risk tolerance, and time horizon. MWS also offers financial planning services, which include a comprehensive evaluation of a client’s current and future financial state. MWS can also provide retirement plan consulting services to retirement plans.
Assets Under Management$380M
Clients896
Advisors5
Avg. per Client$420K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Martin Wealth Solutions charges a percentage of the value of your investments each year. The specific percentage is negotiable and depends on the complexity of your situation. These fees are deducted from your account either monthly or quarterly. MWS also offers asset management through the SEI Mutual Fund Models Program, with fees also up to 1.75% of the assets managed.
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