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Effective Assets

Headquartered in HASLETT, MI

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Firm Information

Effective Assets is an independent Registered Investment Advisor (RIA) headquartered in . The firm provides financial planning, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Effective Assets manages approximately $151.3 million in assets for 405 clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm is led by Justin Martello.

Effective Assets

$151.28M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EFFECTIVE ASSETS has a total of 1 branch locations across the country.
location

HASLETT, MI

Advisors at Effective Assets

View All 1 Advisors
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Justin Everett Martello

CFP®, RA

HASLETT, MI

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Disclosures

There are no public disclosures for Effective Assets.

Frequently Asked Questions (7)

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