MartinWright Advisory's annual management fee ranges up to 1% annually, assessed monthly in arrears based on the previous month's value. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered schedule. Financial planning and consulting services are also offered, with fees stipulated in the Investment Advisory Agreement, potentially including a minimum annual fee. Clients may incur additional charges from third parties like broker-dealers and custodians.
720 SW Washington Street, Suite 310, Portland, OR, 97205
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Learn about disclosures →Paul is an investor in Four Musketeers The Movie LLC, a motion picture and video production company, but has no duties. He also owns rental properties in Oregon and Spokane, WA, dedicating minimal time to this activity.