Therese Martin is a CFP-designated registered investment advisor at Martin Financial Management, based in Itasca, IL, with 24 years of industry experience. Therese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 32 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The minimum annual fee is $4,000 and is negotiable.
Fee Estimator
Contact
Therese Martin
Location
Itasca, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Martin Financial Management
State Registrations1 state
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