Advisor at Martel Wealth Advisors, LLC
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Firm
Martel Wealth Advisors, LLC
Location
Sequim, WA
Credentials
Series 66
Industry experience
25 years
Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.
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.
Sequim, WA
Washington
Martel Wealth Advisors Inc.
2020 - Present (6 years)
Martel Wealth Advisors Inc.
2018 - 2020 (2 years)
Kms Financial Services, Inc.
1998 - 2018 (20 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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