Manuel Martinez
Manuel Martinez is a CFP-designated registered investment advisor at Charleston Wealth Advisors, based in Mount Pleasant, SC, with 18 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 9 more. Their firm serves 73 clients with $61M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Contact
Manuel Martinez
Location
806 Johnnie Dodds Blvd, Ste 202, Mount Pleasant, SC, 29464
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
Manuel works as an independent insurance consultant, spending minimal time on this role. He also owns Charleston Dog House, LLC, a dog daycare and boarding facility, where he oversees the financials, dedicating a few hours per week.
Employment History
Current Registrations
Charleston Wealth Advisors
Previous Registrations
Investment Advisor Group
The Investment Advisor Alliance LLC
Morgan Stanley
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.