Sonia Martinez-Trujillo
Sonia Martinez-Trujillo is a registered investment advisor at Fiduciary Financial Advisors, based in Spring, TX, with 1 years of industry experience. Sonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
Spring, TX
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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
Sonia is a contracted health insurance agent with OpenSi Group, though she is not actively seeking new clients. She also works as a pre-calculus homeschool teacher for Regina Caeli Academy two days per week.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Maia Wealth
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.