Martello Retirement and Wealth provides financial planning and investment management services. Martello requires clients to engage in financial planning services for a flat fee. Martello manages investment portfolios on a discretionary and non-discretionary basis. Martello does not take on clients who are interested only in asset management and do not wish to enjoy the benefits that the planning process brings.
Assets Under Management$30M
Clients10
Advisors2
Avg. per Client$3M
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$11,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.66% |
| $5.0M - $10.0M | 0.33% |
| $10M+ | 0.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...