We believe in transparency

We clearly communicate our fees to clients and review fee arrangements in advance. This means you will be clear on our services, the value we provide, and what you pay. We are fee-only fiduciaries, which means we will never receive commissions on your investments.

We believe in great client service

Martello functions not just as your fiduciary, but also as a long-term partner. Clients often reach out to us with questions about their financial picture, whether they are considering a new home purchase, charitable gift, or new investment opportunities. You will never receive a bill for reaching out to us with a question or concern. Our fee structure is all-inclusive, covering the entirety of the services we provide.

We believe in getting you the best deal

We provide fee reviews as part of our initial consultation. During this review, we investigate the fees you pay on your existing investments, and identify areas where you can lower costs. Minimizing costs in your portfolio can give you a higher chance of achieving your financial goals.

Fee Schedule

We provide fee reviews as part of our initial consultation. During this review, we investigate the fees you pay on your existing investments, and identify areas where you can lower costs. Minimizing costs in your portfolio can give you a higher chance of achieving your financial goals.

assets managed by
martello investments

annual
% fee

$0 to $500,000
1.25%
$500,000 TO $2 MILLION
1.00%
$2 MILLION TO $5 MILLION
0.80%
$5 MILLION TO $10 MILLION
0.60%
OVER $10 MILLION
0.40%
We know that you probably have questions about our fees. Please see the “fee” section of our frequently asked questions for many common questions and answers about fees and billing.
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