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Anthony Martino

11 Years of Experience

Anthony Martino is a registered investment advisor at Redtree Investment Group, based in Cincinnati, OH, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 373 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
373 clients
Average Client Portfolio
$25.9M average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $15.0M0.25%
$15.0M - $30.0M0.20%
$30M+0.15%

Fee schedule shown is for Institutional accounts. Public Funds fee schedule is: On the first $15,000,000: 0.20%, On the next $15,000,000: 0.15%, Over $30,000,000: 0.10%. Non-discretionary and consulting fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5050 Section Avenue, Suite 420, Cincinnati, OH, 45212

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Redtree Investment Group
October 2014 - Present · 11 yrs 6 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
Anthony Martino - Financial Advisor | TrueAdvisor