Advisor at Martin Financial Management
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Firm
Martin Financial Management
Location
Itasca, IL
Credentials
CFP®, Series 63
Industry experience
24 years
Therese Martin is a CFP® with 24 years of experience in financial advising. She is the sole advisor at Martin Financial Management, an independent firm she founded in 2002. Martin Financial Management offers personalized financial planning and investment management to individuals, trusts, and estates. The firm employs a strategic asset allocation with a core-and-satellite approach, focusing primarily on non-discretionary portfolio management and providing services through various fee arrangements.
Based on Martin Financial Management
Financial planning fixed fee starting at $2,500, negotiable; retainer fee based on 0.5% of working capital.
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Hourly planning services at $400 per hour; follow-up implementation work billed at $400 per hour.
Account minimum: $400,000 Minimum fee: Minimum annual fee of $4,000 for investment management; minimum financial planning fee of $2,500 Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Itasca, IL
Illinois
Martin Financial Management LLC
2002 - Present (24 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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