Fernando Martinez
Fernando Martinez is a registered investment advisor at State Farm Investment Management CORP., based in Tucson, AZ, with 2 years of industry experience. Fernando is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
2050 E Speedway Blvd, Tucson, AZ, 85719
Get directionsHistory
Regulatory History (1)
Criminal
November 2010Other Business ActivitiesSells Insurance
Fernando owns Fernando Martinez's Insurance Agency, an insurance agency affiliated with State Farm. He works as an agent, servicing customers and supervising employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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
More Advisors
- James Miller, ChFCState Farm Investment Management CORP.
- Alan Vasey, ChFCState Farm Investment Management CORP.
- Rebecca Sanford, ChFCState Farm Investment Management CORP.
- Becky WilcoxState Farm Investment Management CORP.
- David Clarkson, ChFCState Farm Investment Management CORP.
- Thomas Tatro, ChFCState Farm Investment Management CORP.