MartinWright Advisory provides investment management, financial planning, and consulting services to individuals, families, and institutions. The firm offers both discretionary and non-discretionary investment management. Financial planning services cover areas like retirement, education, and investment planning. MartinWright Advisory may also use independent managers to manage client assets.
Fee Structure
MartinWright Advisory charges an annual fee for investment management services, which includes financial planning. The fee is based on the total value of the assets in your account. The annual fee can range up to 1% and is charged monthly, based on the value of your account at the end of the previous month. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered schedule.