Martel Wealth Advisors offers wealth management services, including retirement planning and discretionary investment portfolio management. The firm primarily uses mutual funds and exchange-traded funds (ETFs). Martel also provides wealth planning services, such as business planning, cash flow forecasting, and estate planning. Pension consulting services are offered to company-sponsored retirement plans.
Assets Under Management$1.5B
Clients1,033
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee schedule is for Charles Schwab & Co. Inc & SEI Private Trust Company accounts. Transamerica and Lincoln Financial Group accounts have slightly different fees: $0 - $499,999: 1.24%, $1,000,000 - $4,999,999: 0.72%, Over $10,000,000: 0.48%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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