Paul Martin is a registered investment advisor at Eagles Coast Wealth Management, LLC, based in Daniel Island, SC, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 149 clients with $33M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
225 Seven Farms Drive, Suite 203, Daniel Island, SC, 29492
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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 →Other Business Activities
Paul is a 51% owner/partner and CEO of Eagles Nest Holdings, LLC, a management/holding company, dedicating a few hours per week. He is also a 50% owner of Dolabra, LLC, a marketing company, spending a few hours per week on it.
Employment History
Current Registrations
Eagles Coast Wealth Management, LLC
Previous Registrations
Network 1 Financial Securities INC.Broker
Eagles Coast Capital, LLCBroker
Saxony Securities, INC.Broker
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Martin Capital, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.