Unclaimed
Patrick Albert Martin is an investment advisor representative at Martin Investment Management, LLC, based in North Palm Beach, FL. Martin is a Chartered Financial Analyst and has been in the industry since February 2002. Martin Investment Management, LLC specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. The firm offers a range of advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. Martin is registered to provide investment advice in Florida and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
04/26/2011 - Present
Martin Investment Management, LLC (NORTH PALM BEACH FL)
Active
Inactive
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