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Gabriel Martinez

Mutual of Omaha Investor Services, INC.
19 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gabriel Martinez is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Austin, TX, with 19 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7600-B North Capital of Texas Highway, Ste 110, Austin, TX, 78731

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History

Regulatory History (1)
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Judgment / Lien
October 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gabriel has been an insurance agent since 2018, selling life, health, and annuity products. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
February 2020 - Present · 6 yrs 8 mos
Mutual of Omaha Investor Services, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Mutual of Omaha Investor Services, INC.
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
June 2007 - September 2018 · 11 yrs 3 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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