Martin Wealth Management offers financial planning, including investment portfolio analysis, risk assessment, and estate planning. They may direct clients to third-party money manager Matson Money. Martin Wealth Management limits its investment advice to mutual funds, equities, bonds, ETFs, and government securities.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $3.0M | 0.99% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Martin Wealth Management directs clients to Matson Money for investment management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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