Alfredo Martinez
Alfredo Martinez is a registered investment advisor at Arkadios Wealth Advisors, based in Kenner, LA, with 25 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
3410 Williams Blvd, Kenner, LA, 70065
Get directionsHistory
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
Alfredo spends nearly full-time working for Gulf Coast Wealth Management. He also sells non-variable insurance, dedicating a few hours per week to this activity since 2019.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Waterhouse Investor Services, INC.Broker
Banc One Securities CorporationBroker
Salomon Smith Barney INC.Broker
State Registrations5 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.