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Manuel Martinez

23 Years of Experience
Keizer, OR
1 Disclosure

Manuel Martinez is a registered investment advisor at Fortis Capital Advisors, LLC, based in Keizer, OR, with 23 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)

Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.

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Location

Keizer, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2017
Employment History
Current Registrations
Fortis Capital Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
Fortis Capital Advisors, LLC
December 2024 - December 2024 · 0 mos
Gradient Advisors, LLC
September 2022 - December 2024 · 2 yrs 3 mos
Ruggiero Wealth Management
August 2021 - June 2022 · 10 mos
Park Avenue Securities LLC
March 2018 - August 2020 · 2 yrs 5 mos
Park Avenue Securities LLCBroker
March 2018 - August 2020 · 2 yrs 5 mos
MML Investors Services, LLC
August 2016 - December 2017 · 1 yr 4 mos
MML Investors Services, LLCBroker
August 2016 - December 2017 · 1 yr 4 mos
Park Avenue Securities LLC
May 2012 - August 2016 · 4 yrs 3 mos
Park Avenue Securities LLCBroker
February 2011 - August 2016 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
December 1998 - April 2008 · 9 yrs 4 mos
Citicorp Securities, INC.Broker
May 1998 - December 1998 · 7 mos
Citicorp Securities, INC.Broker
August 1996 - June 1997 · 10 mos
State Registrations1 state
OR
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.
Manuel Martinez - Financial Advisor | TrueAdvisor