Brody Martinez is a CFP-designated registered investment advisor at Baybridge Capital Group, LLC, based in Livermore, CA, with 1 years of industry experience. Brody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 220 clients with $190M 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 $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.20% |
| $9M+ | 0.10% |
Minimum fee of $2,500. Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Location
2205 Fourth Street, Livermore, CA, 94550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baybridge Capital Group, LLC
State Registrations1 state
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