Steven Martinez
Steven Martinez is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Upland, CA, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
1425 W Foothill Blvd, Suite 125, Upland, CA, 91786
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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
Steven is a co-owner of Steven Michael Financial Group, where he sells insurance, dedicating a full-time commitment to this role. He is also a contracted and licensed insurance agent with JD Mellberg Financial, spending about 10-20% of his time there.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Secure Investment Management, LLC
Center Street Advisors, INC.
Retirement Wealth Advisors, INC.
Prosperity Capital Advisors
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.