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

2400 Market Street, Suite 200, Philadelphia, PA, 19103

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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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Employment History
Current Registrations
Tru Independence Asset Management, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Orion Portfolio Solutions, LLC
January 2023 - April 2023 · 3 mos
Orion Portfolio Solutions, LLC
January 2022 - January 2023 · 1 yr
Brinker Capital Investments, LLC.
October 2020 - December 2021 · 1 yr 2 mos
Brinker Capital INC
January 2017 - October 2020 · 3 yrs 9 mos
Brinker Capital Securities, LLCBroker
January 2015 - April 2023 · 8 yrs 3 mos
Vanguard Marketing CorporationBroker
November 2013 - February 2015 · 1 yr 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.