Luis Strohmeier
Luis Strohmeier is a CFP, ChFC-designated registered investment advisor at Octavia Wealth Advisors LLC, based in Los Angeles, CA, with 37 years of industry experience. Luis 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 3,803 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octavia Wealth Advisors charges an annual fee based on the value of your investments, up to 2.00%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Octavia. Fees are paid quarterly, in advance. The fee may be negotiable. If Octavia recommends an independent manager, the total blended fee will not exceed 2.25% annually.
Location
12400 Wilshire Blvd, Suite 1440, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Luis is an investment advisor representative and a registered representative, spending about 90% of his time as an investment advisor representative. He is also involved in family businesses, real estate, and a vineyard, and implements insurance products through Octavia Risk Management LLC.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations19 states
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.