Randall Martinez
Randall Martinez is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 20 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4779 South Atlanta Road SE, Suite 250, Atlanta, GA, 30339
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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 →Other Business ActivitiesSells Insurance
Randall is the owner of Asset Advisors Group, LLC, where he leads CFP programs, creates tax plans, and offers film tax credits, dedicating about 10-20% of his time. He also sells life, disability, and long-term care insurance, spending minimal time on this activity, and serves as Treasurer for Oakdale Alliance, Inc., a community organization, spending minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
1717 Capital Management CompanyBroker
H.D. Vest Investment ServicesBroker
State Registrations22 states
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