David Martinez is a CFP-designated registered investment advisor at Enzi Wealth, based in Austin, TX, with 32 years of industry experience. David 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 3 more. Their firm serves 283 clients with $420M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fee Estimator
Location
2406 Lake Austin Blvd., Austin, TX, 78703
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
David is a managing partner at ENZI Tax, LLC, focusing on tax preparation, filing, and accounting, and a managing partner at Wildan Enterprises LLC, a real estate holding company. He spends a few hours per week on each activity.
Employment History
Current Registrations
Enzi Wealth
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations4 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.