Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's only source of revenue is fees assessed to manage client assets. The annual fee for portfolio management is negotiable between the advisor and client, ranging between 0% and 2.5% of assets under management. Hourly billing is offered on a limited basis, not to exceed $500 per hour. Factors determining the fee structure include complexity of securities, number of meetings, travel required, time spent educating the investor, and research and planning. All client fees are negotiable and may vary. The Investment Advisor Representative or MDX Wealth can elect to waive a fee for an account in unique and special circumstances.
Areas of Practice
Advisor Information
Office location
Fort Worth, TX
Get directionsRegulatory 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
Orlando is associated with Bournehill Investment Services and MDX Wealth Management, spending about 10-20% of his time on each. He also holds a Texas State Life and Health Insurance License, dedicating a few hours per week to this activity.