Martin Advisors LLC, operating as Martin & Company, provides comprehensive investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, estates, and businesses. The firm offers both discretionary and non-discretionary portfolio management, tailoring investment strategies using equities, fixed income, mutual funds, exchange-traded funds, and alternative investments such as hedge funds and private equity. Martin Advisors also incorporates sustainable and environmental, social, and governance strategies for clients interested in impact investing. In addition to managing portfolios, the firm provides standalone financial planning covering retirement, estate, tax, insurance, and education planning. Martin Advisors utilizes independent custodians like National Financial Services for asset holding and execution, and partners with third-party money managers and technology platforms to deliver comprehensive reporting and administrative support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.65% |
Fees are negotiable at the firm's discretion.