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An Expert Look at MARTINELLI PORTFOLIO MANAGEMENT, INC.
How does the advisor help clients – Key Takeaways:
– MARTINELLI PORTFOLIO MANAGEMENT, INC. is a financial management firm that specializes in helping clients plan for a secure financial future.
– The firm employs a team of experienced financial advisors who are equipped with knowledge and expertise in various financial matters.
– Through personalized strategies and dedicated service, the firm aims to help clients achieve their financial goals and improve their overall financial well-being.
– MARTINELLI PORTFOLIO MANAGEMENT, INC. believes in building strong and long-lasting relationships with their clients, ensuring trust and open communication.
Facts and Insights
| Founded | 2005 |
|---|---|
| CEO | John Martinelli |
| AUM | $500 million |
| Headquarters | New York, NY |
|---|---|
| Number of Employees | 50 |
| Website | www.martinelli.com |
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 50 |
| Time in Business | 15 years |
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Education planning
– Insurance planning
– Wealth preservation
Client Types
MARTINELLI PORTFOLIO MANAGEMENT, INC. works with a diverse range of clients, including:
– Individuals
– Families
– High-net-worth individuals
– Business owners
– Non-profit organizations
Fees & Compensation
MARTINELLI PORTFOLIO MANAGEMENT, INC. charges a fee based on a percentage of AUM, typically ranging from 0.75% to 1.5%. The firm may also charge hourly or project-based fees for certain services, such as financial planning. Clients can expect transparent and easy-to-understand fee structures, with no hidden costs.
Background
MARTINELLI PORTFOLIO MANAGEMENT, INC. was founded in 2005 by John Martinelli, a seasoned financial advisor with over 25 years of experience in the industry. The firm’s mission is to provide personalized financial planning and investment management solutions to help clients achieve their financial goals. With a team of 50 highly qualified advisors, the firm has built a reputation for its integrity, expertise, and exceptional service.
Financial Advisor Disclosures to Know
MARTINELLI PORTFOLIO MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). Its advisors are also registered representatives of a broker-dealer and may earn commissions on the sale of certain investment products. The firm is held to a fiduciary standard, meaning it is legally required to act in the best interests of its clients at all times.