Shalina Martos is a CFP-designated registered investment advisor at Martos Wealth Management, based in Bellevue, WA, with 17 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, Charitable Giving, Divorce Planning, Education Planning, and 10 more. Their firm serves 15 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee is 1.00% of assets under management, not to exceed $11,500 for individuals and $13,500 for couples. Includes outside manager fee of up to 0.50%. Fees are negotiable.
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.
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