Fernando Martinez is a registered investment advisor at Credicorp Capital Advisors LLC, based in Miami, FL, with 24 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 260 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Credicorp Capital Advisors offers investment management through a wrap fee program. Here's how the fees work:
- Regular Wrap Accounts (non-automated): Fees typically range from 0.25% to 2% annually, based on the value of your investments and the complexity of your portfolio. This fee covers securities transactions, brokerage, and custodian fees.
- Online (Automated) Advisory Accounts: Fees range from 1.00% to 1.50% annually, based on the value of your investments. This fee covers securities transactions, sub-advisory, brokerage, and custodian fees.
All fees are negotiable.
Location
1111 Brickell Avenue, Suite 2825, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fernando owns 50% of BIZ IQ Sociedad de Responsabilidad Limitada de Capital Variable, a business consulting and strategy services firm located in Mexico City, where he works as a consultant. He spends about 10-20% of his time on this activity and is compensated via commission.
Employment History
Current Registrations
Credicorp Capital Advisors LLC
Previous Registrations
Stelac Advisory Services LLC
Global Strategic Investments, LLCBroker
Gra Investment Advisor
Progress Advisors, LLC
Progress Investments LLCBroker
UBS International INC.Broker
Deutsche Bank Securities INC.Broker
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.