EM
EM
Ernest Martinez
23 Years of Experience
San Antonio, TX
2 DisclosuresBroker
Ernest Martinez is a registered investment advisor at Charles Schwab & CO., INC., based in San Antonio, TX, with 23 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
280 E Basse Rd, Suite 103, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2007Denied
Customer Dispute
February 2007Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
December 2022 - Present · 3 yrs 5 mos
Charles Schwab & CO., INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Edward JonesBroker
December 2016 - December 2022 · 6 yrs
Edward Jones
December 2016 - December 2022 · 6 yrs
Bb&t Investment Services, INC.Broker
June 2015 - September 2016 · 1 yr 3 mos
Bb&t Investment Services, INC.
June 2015 - September 2016 · 1 yr 3 mos
ICMA Retirement CORP
July 2012 - May 2015 · 2 yrs 10 mos
Icma-Rc Services, LLCBroker
July 2012 - May 2015 · 2 yrs 10 mos
Fisher Investments
August 2011 - June 2012 · 10 mos
Wells Fargo Advisors, LLC
January 2011 - June 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2011 · 5 mos
Wells Fargo Investments, LLC
October 2006 - January 2011 · 4 yrs 3 mos
Wells Fargo Investments, LLCBroker
December 2005 - January 2011 · 5 yrs 1 mo
Chase Investment Services CORP.Broker
July 2005 - December 2005 · 5 mos
Banc One Securities CorporationBroker
August 2002 - July 2005 · 2 yrs 11 mos
State Registrations30 states
AZCACOCTFLGAHIIDILKSKYMDMIMNMONCNENMNVNYOHORPATNTXUTVAVTWAWY
AdvisorBrokerBoth
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.