Lisa Martinez is a registered investment advisor at Familywealth, based in Denver, CO, with 5 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 367 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FamilyWealth Advisers generally charges a percentage of the assets they manage.
Retail clients are typically charged 1.45%, but for some strategies, the retail fee can be up to 2%. The actual fee depends on the service provided by the individual Investment Advisor Representatives and the strategies they recommend.
In addition to the fees shown above, the Client will pay the following Platform fees:
- First $500,000: 0.30%
- Next $500,000: 0.25%
- Next $1,000,000: 0.20%
- Next $1,000,000: 0.15%
- Next $1,000,000: 0.10%
- Assets Over $4,000,000: 0.05%
An additional 0.10% to 0.35% asset management fee applies for asset managers of strategies and portfolios in the Managed Account Solutions Platform, depending on the manager selected.
Location
4600 S Syracuse, 9th Floor, Denver, CO, 80237
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 ActivitiesSells Insurance
Lisa is a licensed, independent insurance agent selling fixed insurance products under the DBA Integrity First Financial Services, LLC, dedicating about 10-20% of her time. She is also a licensed real estate broker through Skytan Real Estate, LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Familywealth
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.