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Fee Schedule

Portfolio Management Advisory Fee Schedule

At Chuck Martino & Associates we are dedicated to our client’s success.  That is why we have adopted a fee structure that fosters a true partnership with our clients.  By connecting our advisory fee to the health of your investment returns we can align the interests of both parties and remove the potential for conflicts from outside sources.

Advisory Fee Schedule based on average account balance under management:

Account Balance

Annual % Fee

$0.00 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
Over $5,000,000


Our advisory fees are inclusive of all costs associated with the research, execution and management of your portfolio. Before you invest with us, we will ensure that you understand what our portfolio management tools, resources and programs are, and that our fees are straightforward.