Kaitlin Martinez
Kaitlin Martinez is a CFP-designated registered investment advisor at Expressive Wealth LLC, based in Belle Harbor, NY, with 12 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
Fee Estimator
Location
Belle Harbor, NY
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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
Kaitlin is a licensed insurance agent selling life and health insurance in New York and New Jersey, dedicating minimal time to this activity. She also works full-time as Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales.
Employment History
Current Registrations
Expressive Wealth LLC
Previous Registrations
Oreka Wealth
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Midwood Securities, INC.Broker
State Registrations2 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.