Advisor at Martel Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Martel Wealth Advisors, LLC
Location
Vancouver, WA 98661
Credentials
CFA®, Series 63, Series 65
Industry experience
6 years
Ann Martel is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Martel Wealth Advisors, LLC. Prior to joining Martel Wealth Advisors in 2021, she worked at Amazon Web Services and held various roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Martel Wealth Advisors, LLC provides wealth management, comprehensive planning, and pension consulting services to individuals, retirement plans, trusts, corporations, and charitable organizations. The firm builds investment programs around strategic asset allocation using mutual funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and time horizon.
Based on Martel Wealth Advisors, LLC
Based on Martel Wealth Advisors, LLC
$0 - $499,999: 1.25% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $500,000 - $999,999: 1.00% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $1,000,000 - $4,999,999: 0.75% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $5,000,000 - $9,999,999: 0.60% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $10,000,000+: 0.50% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $0 - $499,999: 1.24% annually (Transamerica and Lincoln Variable Annuities) $500,000 - $999,999: 1.00% annually (Transamerica and Lincoln Variable Annuities) $1,000,000 - $4,999,999: 0.72% annually (Transamerica and Lincoln Variable Annuities) $5,000,000 - $9,999,999: 0.60% annually (Transamerica and Lincoln Variable Annuities) $10,000,000+: 0.48% annually (Transamerica and Lincoln Variable Annuities) $0 - $1,000,000: 0.75% annually (Pension Consulting) $1,000,000 - $2,999,999: 0.60% annually (Pension Consulting) $3,000,000 - $4,999,999: 0.45% annually (Pension Consulting) $5,000,000 - $9,999,999: 0.35% annually (Pension Consulting) $10,000,000 - $19,999,999: 0.20% annually (Pension Consulting) $20,000,000 - $29,999,999: 0.15% annually (Pension Consulting) $30,000,000+: 0.10% annually (Pension Consulting)
Licensed insurance agent receives commissions for sale of insurance products.
Fee-only: No additional fees for wealth planning services.
2001 Se Columbia River Drive, Ste 200
Vancouver, WA 98661
Washington
Martel Wealth Advisors
2021 - Present (5 years)
Amazon Web Services
2018 - 2021 (3 years)
J.P. Morgan Chase Bank, NA
2017 - 2018 (1 year)
J.P. Morgan Securities
2016 - 2018 (2 years)
J.P. Morgan Chase Bank NA
2016 - 2018 (2 years)
Wellesley College
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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