Martos Wealth Management offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, healthcare, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Martos Wealth Management uses an outside manager in a sub-advisory capacity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee of 1.00% of assets under management, not to exceed $11,500 for individuals and $13,500 for couples. The fee is negotiable. When Martos Wealth Management utilizes an outside manager, the investment management fee includes the outside manager's fee, which is a maximum of 0.50% of assets under management.
