Advisor at Plan B Investments, Inc.
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Firm
Plan B Investments, Inc.
Location
Carmel Valley, CA 93924
Credentials
Series 63
Industry experience
37 years
Martin O'Malley is a financial advisor with Plan B Investments, Inc. in Carmel Valley, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Plan B Investments since 2005. Outside of his advisory role, he is the sole proprietor of SINRA Successor Trustee Services, Inc., a non-investment-related activity that occupies a small portion of his professional time. Plan B Investments, Inc. serves individuals, including high-net-worth clients, and small businesses by providing financial planning and advisory services. The firm emphasizes written financial plans and uses third-party or outside investment managers to implement strategies, monitoring these managers while maintaining discretion over their engagement.
Based on Plan B Investments, Inc.
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001+: 1.10%
$250 per hour with an initial 2-hour minimum ($500 minimum) for Initial Financial Advisory Consultation; $250/hour for Continuing Financial Advisory Consultations
Account minimum: $5,000 for Outside Investment Manager account or $25,000 for Third-Party Manager account (may be lowered in certain instances); No minimum for Continuing Financial Advisory Consultations (Option 1) Fee-only: Hourly fee of $250/hour with an initial minimum of $500 for financial advisory consultations (Option 1)
13748 Center St, Suite A
Carmel Valley, CA 93924
California
Plan B Investments, Inc.
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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