Steven Martinez
Steven Martinez is a CFP-designated registered investment advisor at Kinetic Investment Management, INC., based in Upland, CA, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.
Location
1425 West Foothill Blvd, Suite 125, Upland, CA, 91786
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
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
Kinetic Investment Management, INC.
Previous Registrations
Regal Investment Advisors LLC
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.
Exams
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