JM
CFA
JM
CFA

Javier Martinez

6 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
136 clients
Average Client Portfolio
$660K average
Assets Under Management
$89.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.5M1.50%
$1.5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 SE 2nd Ave, Ph 3, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Javier is registered with Mariva Global Asset Management LLC since 2019 and devotes substantially all of his time to this business and Mariva Capital Markets during securities trading hours. He also conducts private securities transactions in a limited capacity through MCM.

Employment History
Current Registrations
Mariva Global Asset Management, LLC
December 2019 - Present · 6 yrs 2 mos
Mariva Capital Markets, LLCBroker
March 2019 - Present · 6 yrs 11 mos
State Registrations10 states
CACTDEFLILMAMNNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.