Alfonso Martinez
Alfonso Martinez is a registered investment advisor at Monex Asset Management, INC., based in Houston, TX, with 10 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Location
440 Louisiana Street, Suite 1240, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Monex Asset Management, INC.
Monex Securities, INC.Broker
Previous Registrations
Monex Securities, INC.Broker
State Registrations5 states
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