Our Fee Schedule

Planning Fees:

$6,997 per year, billed quarterly

AUM Fee Schedule:

  • 1.00% on the first $1,000,000
  • 0.66% on the next $3,000,000 ($1,000,001 - $5,000,000)
  • 0.33% on the next $5,000,000 ($5,000,001 - $10,000,000)
  • 0.00% on assets above $10,000,000

Fee Calculator:

Use the slider to estimate our fee.

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Estimated Assets Under Management (AUM):
$0
Estimated Annual Fee:
$6,997
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The Total Annual Fee includes the fixed planning fee and the calculated AUM fee.
At Martello Retirement & Wealth, we believe in a transparent and fair fee structure.
At Martello Retirement & Wealth, we believe in a transparent and fair fee structure.
As a fee-only advisor in Virginia Beach and Hampton Roads, we believe that transparency is paramount. Our goal is to provide comprehensive, high-value financial planning and investment management services that align with your best interests.
Unlike many firms that may have hidden charges or prioritize product sales, our fees are straight forward and reflect the depth of expertise and personalized attention you receive.
We provide a holistic approach, covering everything from retirement planning and investment strategy to tax optimization and estate considerations.
Our fee structure is designed to be competitive, often providing more comprehensive services than competitors who might charge similar or even higher rates for less personalized advice.