LB
CFP
LB
CFP

Louis Barajas

13 Years of Experience
Irvine, CA

Louis Barajas is a CFP-designated registered investment advisor at International Private Wealth Advisors LLC, based in Irvine, CA, with 13 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 389 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
389 clients
Average Client Portfolio
$656K average
Assets Under Management
$255.3M

Fee Structure

Planning is included in investment management (also available separately)

IPWA charges an annual investment advisory fee ranging from 0.50% to 1.00% of your portfolio. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with IPWA. Fees may be negotiable. IPWA may recommend AE Wealth Management, LLC or Axxcess Wealth Management, LLC as platform providers.

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Location

16815 Von Karman Ave, Suite 190, Irvine, CA, 92606

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History

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
International Private Wealth Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Mgo Private Wealth, LLC
October 2019 - March 2023 · 3 yrs 5 mos
Wealth Management Lab
April 2012 - December 2019 · 7 yrs 8 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.