Hector A Martinez

Fsam LLC

28 Years of Experience

18 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Fsam LLC

Compensation

Fee-Only (AUM)

Firm Size

16 advisors

Number of Clients

165 clients

Average Client Portfolio

$684K average

Assets Under Management

$112.9M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1000K	1.35%
$1.0M - $2.0M	1.10%
$2M+	1.00%

Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968

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History

Regulatory History (18)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

October 2013

Settled

Customer Dispute

September 2006

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Hector is a senior partner at Overture Inc., dedicating nearly all of his time to financial sales. He is also a partner at AOM Digital, Sport & Entertainment Marketing, spending about 10% of his time on consulting, and an investment advisor for Naven Investment Group, spending a few hours per week overseeing investments.