Martin Standish
Martin Standish is a CFA, CFP-designated registered investment advisor at Towneley Capital Management, INC., based in Laguna Hills, CA, with 13 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 240 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable. New accounts with an average daily balance below $500,000 are charged a minimum quarterly fee of $1,250, not to exceed 0.50% of the average daily balance of the account per billing period.
Fee Estimator
Location
23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Towneley Capital Management, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Comerica Securities
Comerica SecuritiesBroker
Morgan Stanley
Morgan StanleyBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.