Martin Weil is a CFP-designated registered investment advisor at Mw Investment Strategy, based in Sonoma, CA, with 28 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Sonoma, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mw Investment Strategy
State Registrations1 state
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