Shalina Martos is a CFP-designated registered investment advisor at Martos Wealth Management, based in Bellevue, WA, with 16 years of industry experience. Shalina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee of 1.00% of assets under management, not to exceed $11,500 for individuals and $13,500 for couples. The fee is negotiable. When Martos Wealth Management utilizes an outside manager, the investment management fee includes the outside manager's fee, which is a maximum of 0.50% of assets under management.
Fee Estimator
Contact
Shalina Martos
Location
14205 SE 36th St, Suite 100, Bellevue, WA, 98006
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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 →Employment History
Current Registrations
Martos Wealth Management
Previous Registrations
Personal Investment Management INC
Avier Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Citigroup Global Markets INC.
State Registrations3 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.
Exams
Additional Information
After more than two decades of working for companies like Smith Barney, Charles Schwab, Merrill Lynch, and a couple of fiduciary Registered Investment Advisory firms it was time for a change. At this point in my career, I had expected to see more women in positions of ownership and wielding real decision-making power. Rather than idly hope for any potential evolution in the field of finance, I decided it was time to create a revolution. One that provides an inclusive, educational, and welcoming space for sharing and growth. Investing for impact is also a top priority. Supporting no-kill animal shelters, protecting our oceans and sea life, making small, daily decisions to lower my carbon footprint, and directing my dollars to like-minded businesses are a few ways I strive to make positive changes. Creating a mentoring program for young women in finance is on the horizon too. I envision a Martos Wealth platform designed just for them.