Vonnell Martinez
Vonnell Martinez is a registered investment advisor at Vim Wealth Management, LLC, based in Coral Gables, FL, with 12 years of industry experience. Vonnell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIM Wealth Management's fees for managing your investments are calculated as a percentage of the account balance. The exact percentage is negotiated with each client, but it will not exceed 1.75% annually. Fees are charged monthly, based on the account balance at the end of the month.
Location
2332 Galiano St, 2nd Floor, Coral Gables, FL, 33134
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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
Vonnell is involved in several outside business activities, including real estate sales, judo refereeing, insurance sales (life, health, long-term care, and annuities), public notary services, mortgage referrals, and providing managerial assistance. Vonnell dedicates minimal time to most of these activities, except for insurance sales, which takes a few hours per week.
Employment History
Current Registrations
Vim Wealth Management, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations4 states
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.