Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10M. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Fee Estimator
The firm charges an annual advisory fee for asset management, up to a maximum of 2% of assets under management. This fee includes payments to sub-advisers or third-party investment advisers. Fees are typically billed monthly in arrears based on the account's average daily balance. Financial planning and estate design services are typically charged a flat fee. Estate design fees range from $2,500 to $7,500 based on estate value. Hourly consulting is available at $350/hour. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Areas of Practice
Advisor Information
Office location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Luis is involved in several business activities, including insurance sales and services with The LifeWealth Group since 2022, and working as a Registered Representative for Madison Avenue Securities, dedicating full-time hours to securities sales and services. He also serves as a Chapter Advisory Board Member for Theta Chi Fraternity and works as an Investment Advisor Representative for LifeWealth Investments, LLC full-time.