Howard Martinez
Howard Martinez is a registered investment advisor at Prosperitas Financial, LLC, based in Valencia, CA, with 20 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,138 clients with $810M 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 | 2.00% |
Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.
Fee Estimator
Location
25060 Avenue Stanford, Suite 100, Valencia, CA, 91355
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
Howard operates his LPL business through Kinecta Financial & Insurance Services and My-401k, spending full-time hours on Kinecta and about 10-20% of his time on My-401k. He also receives trails from Colonial Life and Accident insurance and participates in research studies, dedicating minimal time to each.
Employment History
Current Registrations
Prosperitas Financial, LLC
Previous Registrations
Kinecta Financial & Insurance ServicesBroker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.
Exams
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