Victoria Martinez
Victoria Martinez is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in San Antonio, TX, with 6 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
1020 NE Loop 410, Suite 340, San Antonio, TX, 78209
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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 →Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Frost Investment Services
Frost Brokerage Services, INC.Broker
Frost Investment Services
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations13 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.
Exams
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