Gary M. Martinez offers investment management, where he makes and implements investment recommendations, and financial planning services covering education funding, retirement, estate, risk management, and tax planning. Clients decide whether to implement recommendations. He tailors investment advice using a suitability questionnaire and considers client preferences. As a registered investment advisor, Gary M. Martinez is legally required to act in your best interest.
Assets Under Management$26M
Clients88
Advisors1
Avg. per Client$300K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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