James R. Martin Consulting, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$442,737,917
Total clients
220
40% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
110
Average account size
$2,012,445
About
James R. Martin Consulting, Inc. provides discretionary portfolio management and investment consulting to individuals (including high‑net‑worth clients), employer‑sponsored retirement plan participants, charitable institutions, and foundations. Services emphasize overall asset allocation and the selection of mutual funds and ETFs, with alternative private investments available on a selective basis for larger accounts.
The firm works with each client to establish a written investment objectives statement, tailors portfolios accordingly, and conducts ongoing monitoring with quarterly performance reporting and a brief market commentary. For employer‑sponsored retirement plans the firm can identify appropriate fund choices and, if authorized by the client, access plan accounts using client‑provided login credentials to implement cohesive allocation recommendations.
Noteworthy aspects include the firm’s practice of placing alternatives for qualifying large accounts as separate limited partner or LLC interests that are not cross‑allocated across clients, and its requirement that clients individually qualify for those investments. The brochure also discloses that the firm does not vote client proxies (clients receive proxy materials directly), that staff serve on nonprofit investment committees, and that the firm may, at its discretion, make charitable donations connected to clients’ interests.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,500,000: 0.75% annually $3,500,001 - $6,000,000: 0.50% annually $6,000,001 - $11,000,000: 0.40% annually $11,000,001 - $16,000,000: 0.30% annually $16,000,001 - $26,000,000: 0.25% annually $26,000,001 - $36,000,000: 0.20% annually $36,000,001+: 0.10% annually
Main office location
James R. Martin Consulting, Inc
1111 Main St. Suite 612
Vancouver WA 98660, United States
Number of offices
1
Most active in
California · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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