Martino Capital offers investment advice, portfolio management, and securities services. They manage accounts on both discretionary and non-discretionary bases, using platforms like Charles Schwab and Columbia Private Trust. Their investment philosophy combines passive and active strategies, adjusting to market conditions and client risk exposure. They provide services such as reviewing financial situations, monitoring assets, providing portfolio reports, advising on asset selection, and assisting with goal setting.
Assets Under Management$35M
Clients167
Advisors2
Avg. per Client$210K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Retail fee is 1.45% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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