Atencio Martin is a registered investment advisor at Integrity Financial Advisors, LLC, based in Kittery, ME, with 1 years of industry experience. Atencio 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 237 clients with $120M in assets under management.
Compensation
Firm Size
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Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
Kittery, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrity Financial Advisors, LLC
State Registrations1 state
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