Vanessa Martinez is a registered investment advisor at Expressive Wealth LLC, based in Chicago, IL, with 16 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 165 clients with $170M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable. The firm may waive financial planning fees if you have $1,000,000 or more in assets managed by Expressive Wealth.
Fee Estimator
Location
6601 N. Avondale Ave, Suite 200, Chicago, IL, 60631
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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 Activities
Vanessa volunteers at SER Summits Inc., a community-building company that hosts a conference for Latino Financial Advisors. This activity requires minimal time.
Employment History
Current Registrations
Expressive Wealth LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.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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