Valerija Martinovic
Valerija Martinovic is a registered investment advisor at Global Key Advisors, based in San Francisco, CA, with 2 years of industry experience. Valerija operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Key Management (GKA) offers investment management services where fees are a percentage of the value of your portfolio, ranging from 0.2% to 1.95% per year. The exact percentage depends on the size of your account and the type of assets. These fees include financial planning services. Fees are subject to negotiation.
Location
San Francisco, CA
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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 ActivitiesSells Insurance
Valerija holds life insurance licenses and is appointed by F&G. She also has mortgage loan origination and real estate salesperson licenses, affiliated with Mortgage Magic.
Employment History
Current Registrations
Global Key Advisors
Previous Registrations
Esg Planning
State Registrations2 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.