Jeremy Martinson
Jeremy Martinson is a CFP-designated registered investment advisor at Sovran Advisors, LLC, based in San Diego, CA, with 23 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,471 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovran Advisors offers investment management services where fees are calculated as a percentage of your portfolio, billed monthly in arrears. The total fee will not exceed 2% annually and is comprised of several components:
- Advisor Fee: This is the fee charged by your advisor, and can be tiered, flat, or linear.
- Technology Fee: An annual fee of 0.06% of your portfolio applies to accounts on the APM or UMA platforms.
- Sovran Managed Portfolio Model Fee: (APM Accounts only) If your advisor uses Sovran's portfolio models, you'll incur an additional fee ranging from 0.01% to 0.13% of your portfolio.
- Administration Fee: (UMA Accounts only) Cetera Investment Services LLC charges an administration fee of 0.02% or 0.05% of your portfolio for administrative services.
- Strategist Fee: (UMA Accounts only) If your advisor uses third-party strategist models, you'll incur a fee that varies by strategist.
Fees are negotiable under certain circumstances. Minimum account size is $25,000, but this may be waived.
Location
3131 Camino Del Rio North, Suite 1000, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Jeremy is the CEO of Spectrum Consulting Group, CFO/COO of SummaCor Inc. and Lucia Health Guidelines LLC, and President/CCO of Sovran Advisors, LLC. He also owns multiple real estate entities, is involved in several non-profit organizations, and owns Bamboo Insurance Services and Coastal Insurance Solutions, Inc., which are fixed insurance businesses.
Employment History
Current Registrations
Sovran Advisors, LLC
Bamboo Wealth Strategies
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
New England Securities Corporation
New England SecuritiesBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.