Michael Martinez is a CFP-designated registered investment advisor at Llg Wealth Management, based in Diamond Bar, CA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LLG Wealth Management's annual advisory fee is a flat fee ranging from $3,000 to $15,000 per year, paid monthly or quarterly in advance. The specific fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
Location
1370 Valley Vista Dr, Suite 200, Diamond Bar, CA, 91765
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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
Michael owns a document protection service involving document scanning and online storage. He spends minimal time on this activity.
Employment History
Current Registrations
Llg Wealth Management
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Atlas Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.