TM
TM

Trevor Martin

1 Year of Experience
May Earn Commission
Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
29 clients
Average Client Portfolio
$9.4M average
Assets Under Management
$271.8M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M0.35%
$3.0M - $7.0M0.20%
$7.0M - $10.0M0.15%
$10.0M - $15.0M0.10%
$15M+0.05%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$8,000
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Location

9600 North Mopac, Suite 600, Austin, TX, 78759

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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
Rps Retirement Plan Advisors
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.