Salvador Martinez
Salvador Martinez is a registered investment advisor at Mariner Advisor Network, based in Roseville, CA, with 36 years of industry experience. Salvador operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
1504 Eureka Road, Suite 210, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Salvador is involved in several business activities, including Martinez Financial Group, Sal Martinez Insurance Agency (selling fixed insurance), Retirement Wealth Advisors, Inc., and Mariner Independent Advisor Network LLC. He dedicates nearly all of his time to providing investment advisory services through Mariner Independent Advisor Network LLC and about 10% of his time to fixed insurance sales.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
Allstate Financial Services, LLCBroker
Lsa Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations13 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.