Michael
Martin
Cwa Asset Management Group
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About this Advisor
Michael Martin is a financial advisor based in Charlotte, North Carolina, working with Cwa Asset Management Group. Michael has previously held positions at Burney Company and Capital Wealth Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Michael is part of Cwa Asset Management Group, which operates out of Charlotte, North Carolina. The firm has 3 offices and 51 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Cwa Asset Management Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,531,719,656
51
3,512
$720,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Martin Work History
Capital Wealth Advisors
Burney Company
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
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Naples, FL
Jacksonville, FL
Naples, FL
Naples, FL
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