, include the markup as follows
How does the advisor help clients – Key Takeaways:
MARTONE CAPITAL MANAGEMENT, INC. is a highly reputable financial management firm that provides expert advice and guidance to clients looking to grow and manage their wealth. With a team of experienced professionals and a wide range of financial services, they are dedicated to helping clients achieve their unique financial goals.
Facts and Insights
MARTONE CAPITAL MANAGEMENT, INC. has been in business for over 20 years, and during that time, they have built a strong reputation for delivering top-notch financial services and results for their clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates under a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
MARTONE CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services that cater to the diverse needs of their clients. These services include investment management, financial planning, retirement planning, estate planning, and tax planning. They also offer insurance and risk management solutions to help clients protect their assets and loved ones.
Client Types
MARTONE CAPITAL MANAGEMENT, INC. serves a wide range of clients, including high-net-worth individuals, families, and business owners. They also work with corporations, retirement plans, and non-profit organizations.
Fees & Compensation
When it comes to fees, MARTONE CAPITAL MANAGEMENT, INC. operates under a fee-only structure, which means they are compensated solely by their clients and do not earn commissions from any financial products or services they recommend. This ensures that their advice is unbiased and in the best interest of their clients.
Background
MARTONE CAPITAL MANAGEMENT, INC. was founded by John Martone, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), and his extensive knowledge and expertise guides the firm’s operations and decision making.
Financial Advisor Disclosures to Know
MARTONE CAPITAL MANAGEMENT, INC. believes in transparency and follows strict compliance guidelines to ensure their clients have all the information they need to make informed decisions. They disclose all potential conflicts of interest and any past disciplinary actions taken against the firm or its advisors.