Jeannie Martinez
Jeannie Martinez is a registered investment advisor at Hilltop Securities INC., based in Richmond, TX, with 19 years of industry experience. Jeannie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,407 clients with $2.5B 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 $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1000K | 2.25% |
| $1.0M - $4.0M | 2.00% |
| $4M+ | 1.85% |
Rates reflect maximum wrap fee schedules across primary advisory programs (such as Compass UMA and Gateway FSP). Fees are negotiable and vary by program.
Fee Estimator
Location
Richmond, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2020Other Business Activities
Jeannie owns rental real estate property since August 2020. She spends minimal time on this activity, and none during business hours.
Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Hilltop Securities INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations2 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
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