Michael Martinez is a CFP-designated registered investment advisor at Llg Wealth Management, based in Diamond Bar, CA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 11 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LLG Wealth Management charges an annual flat fee ranging from $3,000 to $15,000 for wealth management services, which is paid monthly or quarterly in advance. The exact fee depends on your specific needs, financial complexity, and the time required. Investment management is provided alongside ongoing financial planning as part of this bundled service.
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.
Exams
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