Martin Sanchez is a registered investment advisor at Capital Investment Partners LLC, based in Gainesville, GA, with 6 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 85 clients with $49M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
204 W. Academy Street, Gainesville, GA, 30501
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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
Martin is a head soccer coach for the Lanier Soccer Association since 2013. This activity takes about 10-20% of Martin's time and is salaried.
Employment History
Current Registrations
Capital Investment Partners LLC
Previous Registrations
International Assets Advisory, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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