Michael Martinez is a registered investment advisor at The Pension Group, based in Dublin, OH, with 27 years of industry experience. Michael 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 568 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the value of your portfolio and may range from 0% to 2% annually, depending on the specific third-party program used and the scope of the engagement. For co-advisory or sub-advisory arrangements, the fee is generally 1.5% annually, split between TPG and the third-party manager. In referral arrangements, the third-party manager charges the client, and TPG receives up to 1.0%. Fees may be negotiable. Total fees charged by both parties will not exceed 3% of assets under management per year.
Location
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017
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
Michael is the president of One Resource Group Wealth Management, LLC, an insurance business, and spends about a quarter of his time writing checks and handling insurance matters. He also dedicates about a quarter of his time to The Pension Group, focusing on pension planning, investments, financial planning, and income planning.
Employment History
Current Registrations
The Pension Group
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Signator Investors, INC.Broker
State Registrations7 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.