Alicia Martinez is a registered investment advisor at Difi Advisory, based in Salem, OR, with 12 years of industry experience. Alicia 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 14 clients with $2.5M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees may be negotiable at DiFi Advisory's discretion based on certain criteria.
Fee Estimator
Location
Salem, OR
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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
Alicia volunteers as an on-call victim advocate for the National Center for Victims of Crime, providing resources to victims nationally. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Difi Advisory
Previous Registrations
Capstone Wealth Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Waddell & ReedBroker
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.