Advisor at Capital Investment Partners LLC
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Firm
Capital Investment Partners LLC
Location
Gainesville, GA 30501
Credentials
Series 66
Industry experience
6 years
Martin Sanchez is a financial advisor with Capital Investment Partners LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and SunTrust Bank. Outside of his advisory role, he serves as a head soccer coach for the Lanier Soccer Association, a position he has held since 2013. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold asset-class diversification using primarily passively managed mutual funds and model portfolios, and includes tax, estate, and retirement planning consultations as part of its services.
Based on Capital Investment Partners LLC
Based on Capital Investment Partners LLC
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for portfolios of individual fixed income securities
204 W. Academy Street
Gainesville, GA 30501
Georgia
Capital Investment Partners
2019 - Present (7 years)
Edward Jones
2018 - 2019 (1 year)
suntrust Bank
2017 - 2018 (1 year)
Milton Martin Honda
2013 - 2017 (4 years)
Lanier Soccer Association
2013 - Present (13 years)
STUDENT
2010 - 2017 (7 years)
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Trust company
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Series 65
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