Alejandro Martinez
Alejandro Martinez is a registered investment advisor at International Assets Investment Management, LLC, based in Ft. Pierce, FL, with 27 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B 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 | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
Location
Ft. Pierce, FL
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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
Alejandro is an advisor with International Assets Investment Management LLC, an RIA affiliate, dedicating about a quarter of his time. He is also the president of Atlantic Wealth Management, Inc. and spends about half his time there, receiving no compensation.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Gunnallen Financial, INCBroker
First Montauk Securities CORP.Broker
First Liberty Investment Group, INC.Broker
State Registrations8 states
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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