The mission of Martone Capital Management, Inc. is to serve our investors in a way that will improve their lives. Our goal is not only to invest for returns, but also to manage risk so that our investors can confidently maintain their savings and investment plans over the long term.
General Information |
Insurance License#: | LA-605121 |
Name of Broker/Dealer: | Charles Schwab |
Name of Custodial Firm: | Charles Schwab |
Work with the following types of clients: | Individual Investors, Businesses |
Advisory Services Provided: | Insurance Products & Annuities, Financial Planning, Investment Advice & Management |
Services |
Can meet clients in the following ways: | Email, Phone, Your Home |
Firm Information |
Assets Managed by Advisor: | $100000 |
Compensation and Fees |
Compensation Methods: | Based on Assets |
Education |
BBA | Pace University
|
CLU | American College
|
ChFC | American College
|
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |