Martin Vanamen
Martin Vanamen is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 38 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (2)
Regulatory
April 1999Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Martin is a contractor selling health insurance since 2018, dedicating minimal time to this activity. He is also a manager for Corner Canyon Financial Services, a DBA for branding and marketing purposes.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Centaurus Financial, INC.Broker
Paulson Investment Company, INC.Broker
Investment Management CorporationBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Painewebber IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.