Oscar Martinez
Oscar Martinez is a registered investment advisor at Valley Wealth Strategies, LLC, based in Torrance, CA, with 20 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
Torrance, 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.
Learn about disclosures →Other Business Activities
Oscar is the Chief Information Officer for Zuk Financial Group, a DBA for LPL business, dedicating full-time hours. He also provides administrative support and serves as CCO for Valley Wealth Strategies, LLC, spending about half his time on these activities.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
State Registrations1 state
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