Martino Capital, LLC

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Client assets under management

$33,332,018

Clients

22% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$374,517

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

$0 - $500,000: 1.45% (Retail Fee Schedule) $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $50,000,000: 0.50% $50,000,000+: 0.40%

Commissions

Insurance product commissions received by affiliated persons; typical insurance commissions

Performance-based

For Fund clients only: 2.00% management fee plus 20% of capital appreciation quarterly with high-water mark

Other

Account minimum: $500,000 for institutions (negotiable); no minimum for individuals

Main office location

Martino Capital, LLC

Denver CO, United States

Number of offices

Most active in

Colorado

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 308-631-4513

Advisors at this firm

Patrick J

ChFC®, Series 63, Series 65

Denver, CO

Martino Capital, LLC

Patrick Jolliffe is a ChFC® with 25 years of industry experience, currently advising at Martino Capital, LLC in Denver, CO. His career includes roles at Wave 8 Wealth Management, Sunbelt Securities, and FamilyWealth Advisers, among others. Outside of advisory work, he is involved in independent insurance sales and serves as a solicitor for Innovative Financial Partners LLC. Martino Capital, LLC is a supported firm with two advisors.

Thomas M

Series 65

Denver, CO

Martino Capital, LLC

Thomas Martino is a Series 65-licensed advisor at Martino Capital, LLC with six years of experience, including his ongoing role at Wave 8 Wealth Management LLC since 2020. He also hosts iHeart Radio’s "The Troubleshooter Show," a position he has held since 1993. Outside of advising, he manages several LLCs focused on single-family home rental and resale investments. Martino Capital, LLC is a supported firm based in Denver, Colorado, serving clients through a small team of two advisors.

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