Samuel Martinez
Samuel Martinez is a registered investment advisor at S.mart Advising INC, based in Tampa, FL, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 28 clients with $7M 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 $500K | 0.60% |
| $500K - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.32% |
| $5M+ | 0.25% |
Fees are negotiable. Betterment for Advisors platform fee of up to 0.18% is added to these fees.
Fee Estimator
Location
14502 N. Dale Mabry Hwy., Suite 200, Tampa, FL, 33618
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
Samuel works as a real estate agent, dedicating a few hours per week. He also sells fixed insurance and works as a business intermediary/broker for The Exit Strategy Co., taking about half of his time. Additionally, Samuel is the chairperson for Methodist United in Prayer, spending about 10-20% of his time on fundraising and outreach efforts.
Employment History
Current Registrations
S.mart Advising INC
Previous Registrations
Blu Sky Benefits
Metlife Securities INC.
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.