Clinton Martin is a CFP-designated registered investment advisor at Capital Square, LLC, based in Fairhope, AL, with 18 years of industry experience. Clinton 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 668 clients with $390M 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 | 2.00% |
Fees are negotiable. The maximum annual fee will be 2% of assets under management.
Fee Estimator
Location
7 S. Bayview St, Suite C, Fairhope, AL, 36532
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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 ActivitiesSells Insurance
Clinton is the sole member of Town Square Consulting LLC (formerly Martin Consulting Group, LLC) and Sea Fox Holdings LLC, which was set up to purchase commercial real estate. He also engages in insurance sales as a sole proprietor, dedicating a few hours per week.
Employment History
Current Registrations
Capital Square, LLC
Previous Registrations
Hayden Royal
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.