Let’s Talk About What Drives You

Traditional firms – both commission-based broker dealers and fee-based investment advisors – operate inefficiently, weighed down by inflated middle-management salaries, outdated systems, wasted office space and expense accounts. All of these costs are passed on to clients. Martos Wealth was purpose-built with a much more efficient service model and a highly transparent flat fee structure.

When you are fiduciary, you are held to a higher standard that requires you to put your clients interests ahead of your own. We only receive compensation from you – not a cent from asset managers, brokers, insurance companies, attorneys, accountants or any other entities typically associated with Wall Street firms. We will never accept gifts or quid pro quos from any company, person or entity. If a conflict of interest ever arises, we will notify you immediately and do everything possible to mitigate it.

No. The efficacy and role of direct indexing in a portfolio is dependent on each client’s unique circumstances. If we believe direct indexing will be beneficial for you, we will suggest incorporating it into your portfolio, but it’s never mandatory.

Our fee does not change on an annual basis. However, we expect to adjust our fee periodically to account for inflation. Our fee was most recently updated on January 1, 2025. We expect to revisit the fee in 2028. We will not move away from a flat fee structure.