Martin Guerrero is a CFA-designated registered investment advisor at Meridian Passage, based in Phoenix, AZ, with 4 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, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Location
Phoenix, AZ
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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 serves as a Director of Agave Pay, Inc., a payment processing and gateway company, since June 2016. He advises on corporate strategy and dedicates minimal time to the business, receiving quarterly compensation.
Employment History
Current Registrations
Meridian Passage
Previous Registrations
Terranova Capital Equities, INCBroker
Courtyard Advisors
State Registrations1 state
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