Martin Mazorra is a CFP, ChFC-designated registered investment advisor at Private Wealth Advisors, based in Fresno, CA, with 27 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,125 clients with $370M 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 $150K | 1.50% |
| $150K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Applies to non-fixed income portfolios. Annualized fees for fixed income-only portfolios range from .10% to .50% of the account value.
Fee Estimator
Location
1111 E Herndon Ave, Suite 109, Fresno, CA, 93720
Get directionsHistory
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 is a registered investment advisor for Private Wealth Advisors, LLC.
Employment History
Current Registrations
Private Wealth Advisors
Previous Registrations
Mutual Securities, INC.
Princor Financial Services Corporation
State Registrations2 states
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