Juan Martinez is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 27 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 228 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:
- Value Advisor Plus:
- Equity/Funds: 1.0625% annually
- Debt Instruments (over $100k): 0.60% annually
- Standard Fees:
- $0 - $249,999.99: 2.50% annually
- $250,000.00 - $499,999.99: 2.25% annually
- $500,000.00 - $999,999.99: 2.00% annually
- Over $1,000,000.00: Negotiable
CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.
Location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2001Customer Dispute
January 2001Regulatory
November 1996Customer Dispute
November 1996Customer Dispute
July 1995Employment Separation After Allegations
July 1995Other Business Activities
Juan is a professor at Dallas College since 2007, dedicating a significant amount of time to teaching. He also serves as an officer for The 3525 Condominium, a non-profit organization, and works as a Registered Representative with Crescent Securities Group.
Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.Broker
Previous Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.Broker
Flexvest Securities Group, INC.Broker
Dillon - Gage Securities, INC.Broker
Flexvest Securities Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Reed Securities Company, INC.Broker
T.L. Reed Securities, INC.Broker
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.