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Alfredo Martinez

Arkadios Wealth Advisors
25 Years of Experience
Kenner, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alfredo Martinez is a registered investment advisor at Arkadios Wealth Advisors, based in Kenner, LA, with 25 years of industry experience. Alfredo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

3410 Williams Blvd, Kenner, LA, 70065

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History

Regulatory History
Clean regulatory record

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.

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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
June 2024 - Present · 2 yrs 4 mos
Arkadios CapitalBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
April 2019 - June 2024 · 5 yrs 2 mos
LPL Financial LLC
April 2019 - June 2024 · 5 yrs 2 mos
Charles Schwab & CO., INC.
January 2014 - March 2019 · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
August 2005 - March 2019 · 13 yrs 7 mos
TD Waterhouse Investor Services, INC.Broker
January 2005 - July 2005 · 6 mos
Banc One Securities CorporationBroker
February 2003 - January 2005 · 1 yr 11 mos
Salomon Smith Barney INC.Broker
September 2000 - January 2003 · 2 yrs 4 mos
State Registrations5 states
CALAMSTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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