Freddy Martinez
Freddy Martinez is a CFP-designated registered investment advisor at Forem Investments LLC, based in Coral Gables, FL, with 21 years of industry experience. Freddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
Fee Estimator
Location
4000 Ponce De Leon Blvd, Suite 470, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business Activities
Freddy is a Managing Member of Forem Capital Partners LLC, a consulting firm for businesses specialized in capital restructuring, since 2015. Freddy dedicates about 10% of his time to this company.
Employment History
Current Registrations
Forem Investments LLC
Previous Registrations
UBS Financial Services INC.
UBS International INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.