Travis Martinek is a registered investment advisor at Benchmark Financial, based in Cedar Falls, IA, with 8 years of industry experience. Travis 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 1 more. Their firm serves 6 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
2616 Orchard Drive, Ste C-1, Cedar Falls, IA, 50613
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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 Activities
Travis works as an Enrollment Specialist II for Retirement Plan Services, starting in August 2022. This role involves developing and leading employee education meetings and takes up his full-time work schedule.
Employment History
Current Registrations
Benchmark Financial
Previous Registrations
Benchmark Financial
Avantax Planning Partners, INC.
Benchmark Financial
Versified Investing
State Registrations1 state
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