Joseph Martinez is a CFA-designated registered investment advisor at Krilogy, based in Dallas, TX, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,204 clients with $5.2B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.
Fee Estimator
Location
3500 Maple Avenue, Suite 1420, Dallas, TX, 75219
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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
Joseph is the secretary of CM Productions, Inc., assisting with his wife's marketing, dedicating minimal time. He also serves as a voluntary, non-compensated retirement plan investment advisory committee consultant for Parkland Health, spending a few hours per week providing non-discretionary advice.
Employment History
Current Registrations
Krilogy
Previous Registrations
Phlox Capital Management, LLC
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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