Fernando Ortiz is a CFP-designated registered investment advisor at Valeo Financial Advisors, LLC, based in Carmel, IN, with 19 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,037 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are based on net worth. A one-time new client transition fee equal to one full quarterly fee is billed at the inception of the relationship. The minimum annual fee is $10,000. Valeo may discount fees based on unique circumstances or relationships. Valeo Essentials service is offered at 0.50% of the client’s net worth with an annual minimum fee of $2,500.
Fee Estimator
Location
10 W. Carmel Dr Ste 400, Carmel, IN, 46032-3357
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Regulatory 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 →Employment History
Current Registrations
Valeo Financial Advisors, LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Tisch Investment Advisory INC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Advice and Planning Services
State Registrations2 states
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