Luis Martinez is a registered investment advisor at Private Management Group INC, based in Laguna Beach, CA, with 27 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,594 clients with $4.9B 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 $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, firm associates, trial accounts, long-term client relationships, or charitable accounts. Household accounts may be aggregated to lower fees.
Fee Estimator
Location
1482 Carmelita St, Laguna Beach, CA, 92651
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Luis owns and manages a rental property since 2014, unrelated to his advisory business. He spends a few hours per week on this activity.
Employment History
Current Registrations
Private Management Group INC
Previous Registrations
Blackstorm Portfolios INC.
State Registrations1 state
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.
Exams
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