Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Wilmington, NC
Credentials
PFS™, Series 65
Industry experience
6 years
John Martin II is a financial advisor at Verity Asset Management with six years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Verity in 2024, he worked at Irongate Partners, Inc. for four years and serves as president of J. Lee Martin II, CPA, PA, an accounting firm. Verity Asset Management provides discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, corporate and institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
Wilmington, NC
North Carolina
Verity Asset Management
2024 - Present (2 years)
Irongate Partners, Inc.
2012 - 2016 (4 years)
J. Lee Martin II, CPA, PA
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 65
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