AO

Angelica Lynn Orozco

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$25K

Spire's annual account management fees range from 0.02% to 2.25% of assets under management, billed monthly in arrears. While there is no minimum account size, it is generally preferred to have a minimum of $25,000 in assets under management, but this may be negotiable. Financial planning fees are negotiated and can be hourly or fixed. Clients are also responsible for custodial and broker-dealer fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Spire Wealth Management, LLC
February 2022 - Present · 3 yrs 11 mos
Spire Securities, LLC
February 2022 - Present · 3 yrs 11 mos
Spire Securities, LLCBroker
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Morgan Stanley
October 2019 - January 2022 · 2 yrs 3 mos
Morgan Stanley Broker
October 2019 - January 2022 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2019 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2013 - August 2019 · 6 yrs
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angelica Lynn Orozco - Financial Advisor | AdvisorDiscover