Aymeric Martinoia is a registered investment advisor at Vie Invest, LLC, based in Houston, TX, with 17 years of industry experience. Aymeric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 41 clients with $50M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. Third Party Management Fees typically range between 0.50% to 1.75% per year. In no event shall the combined advisory fees charged to any client under this arrangement exceed 2.75% of the client's assets under management.
Fee Estimator
Location
Houston, TX
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
Aymeric is a licensed insurance agent and offers insurance products for his clients' financial planning. He does this either independently or through MassMutual Financial Group.
Employment History
Current Registrations
Vie Invest, LLC
Previous Registrations
Vere Global Wealth Management
MML Investors Services, LLC
Stanford Group Company
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.