Michael
Martin
Cwa Asset Management Group
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About this Advisor
Michael Martin is a financial advisor working out of Charlotte, North Carolina with a total of 5 years of industry experience. Martin currently works for Cwa Asset Management Group. Over the course of their career, Martin has held roles at Burney Company and Capital Wealth Advisors. Martin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Cwa Asset Management Group is a registered investment business that has its headquarters in Naples, FL. The firm has offices in four locations and a total of 47 advisors. It controls $2 billion in total assets across its 1,333 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 1,333 customer accounts, 39% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees vary depending on which services the firm provides the client. However, fee types billed by Cwa Asset Management Group likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Martin Work History
Michael has been registered as a financial advisor for 5 years.*
Capital Wealth Advisors
Burney Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwa Asset Management Group
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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