Abraham Martinez
Abraham Martinez is a CFP-designated registered investment advisor at Amara Financial, LLC, based in San Francisco, CA, with 20 years of industry experience. Abraham 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 6 more. Their firm serves 144 clients with $250M 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 | 1.50% |
Maximum annual investment management fee will not exceed 1.50%. Fees are negotiable and may be waived for family members.
Fee Estimator
Location
580 California Street, 12th Floor, San Francisco, CA, 94104
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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
Abraham owns multi-family real estate in San Francisco since November 2023. He is also an insurance agent selling fixed products since 2012.
Employment History
Current Registrations
Amara Financial, LLC
Previous Registrations
Brio Financial Group
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.
Exams
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