Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

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.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

720 SW Washington Street, Suite 310, Portland, OR, 97205

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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.

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Other Business Activities

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.

Employment History
Current Registrations
Tru Independence Asset Management, LLC
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Lateef Investment Management, LP.
January 2008 - May 2016 · 8 yrs 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Paul Canon Wittman - Financial Advisor | AdvisorDiscover