Carla Martinez is a registered investment advisor at Agf Advisors, based in Hacienda Heights, CA, with 15 years of industry experience. Carla 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. Their firm serves 12 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGF Advisors charges a negotiable annual fee for managing your money, ranging from 0.5% to 2% of your account. This fee is paid quarterly at the end of each quarter.
Location
Hacienda Heights, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Agf Advisors
State Registrations1 state
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