LM
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Luis Martinez
15 Years of Experience
Shenandoah, TX
3 Disclosures
Luis Martinez is a registered investment advisor at Abendstern Wealth Management, INC., based in Shenandoah, TX, with 15 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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
150 Pine Forest Dr., Suite 803, Shenandoah, TX, 77384
Get directionsHistory
Regulatory History (3)
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Regulatory
December 2002Final
Criminal
March 2002Final Disposition
Civil
November 2000Final
Other Business Activities
Luis is involved with A.I.P.T. (Educational) in The Woodlands since 2008, which is not investment related. This activity requires a few hours per week.
Employment History
Current Registrations
Abendstern Wealth Management, INC.
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Abendstern Wealth Management, INC.
August 2015 - December 2017 · 2 yrs 4 mos
United American International, INC.Broker
May 1995 - January 2001 · 5 yrs 8 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.