Edgar Martinez is a registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 21 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
13550 W 95th St., Lenexa, KS, 66227
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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
Edgar referees youth football games through the Fairfax County Football Officials Association since 2022. This activity takes nearly full-time hours, but does not occur during trading hours.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, LLCBroker
B. Riley Fbr, INC.Broker
Brean Capital, LLCBroker
Hapoalim Securities USA, INC.Broker
Kaufman Bros., L.P.Broker
Kellogg Partners Institutional Services LLCBroker
Saratoga Capital MarketsBroker
Friedman, Billings, Ramsey & CO., INC.Broker
Rodman & Renshaw, LLCBroker
Tullett Liberty Securities INC.Broker
Burlington Capital Markets INC.Broker
UBS Securities LLCBroker
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.