WM

William Henry Martin

38 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
556 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000

For private wealth management, fees range from 0.50% to 1.00% of assets under management, depending on the asset level. There is a $10,000 annual minimum, which may be waived. Fees are negotiable. For corporate retirement plans, fees are also negotiable and can vary greatly. Fees are paid quarterly in arrears based upon average daily balance.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Three Bell Capital LLC
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Great Point Capital LLCBroker
October 2016 - September 2017 · 11 mos
Altos Investments, INC.
April 2016 - August 2017 · 1 yr 4 mos
American Century Investment Services INC.Broker
October 1996 - April 2016 · 19 yrs 6 mos
The Benham GroupBroker
January 1990 - October 1996 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
June 1987 - May 1989 · 1 yr 11 mos
Pruco Securities Corporation Broker
April 1987 - August 1987 · 4 mos
Allied Capital Group, INC.Broker
February 1987 - February 1987 · 0 mos
Dunhill Investments Ltd.Broker
September 1986 - February 1987 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.