Alfredo J Martinez

Arkadios Wealth Advisors

25 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Arkadios Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

190 advisors

Number of Clients

12,091 clients

Average Client Portfolio

$319K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$150K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.25%
$250K - $500K	2.00%
$500K+	1.75%

Maximum annual asset-based fee schedule for the Peak Account.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Minimum Annual Fee:$540

Location

3410 Williams Blvd, Kenner, LA, 70065

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Alfredo spends nearly full-time working for Gulf Coast Wealth Management. He also sells non-variable insurance, dedicating a few hours per week to this activity since 2019.