Cullen Martin is a CFP-designated registered investment advisor at Presilium Private Wealth, LLC, based in Radnor, PA, with 5 years of industry experience. Cullen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 387 clients with $550M in assets under management.
Compensation
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Fee Structure
Presilium Private Wealth offers comprehensive portfolio management services. The maximum annual fee charged for managing your investments is 1.50%. There is a minimum quarterly fee of $1,250, but this may be waived if the total family fee is $25,000 or greater, or at Presilium's discretion. Fees are calculated based on the value of your account and are deducted quarterly in advance. Adjustments are made for deposits and withdrawals greater than $50,000. The fee is negotiable depending on your circumstances and account type. Clients may also be charged fees by third-party managers.
Location
150 North Radnor Chester Road, Ste F110, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Presilium Private Wealth, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
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