Zlatko Martinic is a CFA-designated registered investment advisor at Gamma Investing LLC, based in Oakland, CA, with 23 years of industry experience. Zlatko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6 clients with $1.4B 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 | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Oakland, CA
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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.
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Zlatko is a Partner/Treasurer at Mack Logistics, an outsourced logistics company, since November 2020. He spends a few hours per week on monthly investor meetings and outsourced accounting services.
Employment History
Current Registrations
Gamma Investing LLC
Previous Registrations
Penserra Transition Management LLC
Penserra Capital Management LLC
Penserra Capital Management LLC
Penserra Transition Management LLC
Penserra Securities, LLCBroker
Blackrock Execution ServicesBroker
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.