Matthew Martinez
Matthew Martinez is a registered investment advisor at Opus Private Wealth Group, LLC, based in Orange, CA, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opus Private Wealth Group offers comprehensive portfolio management services through wrap accounts. The fees for this service are described in a separate Wrap Fee Program Brochure. The firm also uses Pontera to manage assets held away, such as 401(k) accounts, and covers the 0.30% fee charged by Pontera for those assets.
Location
500 N. State College Blvd, Suite 1100, Orange, CA, 92868
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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 ActivitiesSells Insurance
Matthew is involved in an insurance business and vintage trailer restoration. He is also the CEO of Legacy Private Wealth LLC, focusing on tax and estate planning, dedicating a few hours per week to this role.
Employment History
Current Registrations
Opus Private Wealth Group, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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