Jeffrey Martinez is a registered investment advisor at Treveri Capital, based in Rosemead, CA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For certain qualified clients, Treveri Capital may charge 2% of assets under management plus 20% of net capital gains, calculated and billed quarterly, subject to a high-water mark. Fees are negotiable in limited circumstances.
Fee Estimator
Location
9132 Valley Blvd, Rosemead, CA, 91770
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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
Jeffrey is involved in several outside business activities, including sales and marketing consulting for Greenleaf Partners Inc. (about full-time), business development for Oxford Biochronometrics (about half his time), and serving as a financial advisor for Treveri Capital (about half his time). He also dedicates minimal time to Legal Shield sales and as a director for STALA.
Employment History
Current Registrations
Treveri Capital
Previous Registrations
Rainmaker Securities, LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Protrade Securities, LLCBroker
Order Execution Services, LLCBroker
Oes Brokerage Services, LLCBroker
Northeast Securities, INC.Broker
Herzog, Heine, Geduld, LLCBroker
Smith Barney INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations2 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.