Victor Martinez is a registered investment advisor at Strategy Asset Managers L.L.C., based in Pasadena, CA, with 16 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategy Asset Managers offers Comprehensive Asset Management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable and deducted from client accounts. They also assess advisory fees on cash and cash equivalents held in client accounts.
Location
790 E. Colorado Blvd, Suite 200, Pasadena, CA, 91101
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Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Victor is a member of Marstel Senior Homes LLC, an investment-related healthcare business, since 2018.
Employment History
Current Registrations
Strategy Asset Managers L.L.C.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
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.