Louis Orgera
Louis Orgera is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Dallas, TX, with 30 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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 →Other Business ActivitiesSells Insurance
Louis is an Investment Advisor Representative at Level Four Advisory Services and a CPA at Lizzul, Orgera, & Weihs, CPA, PC, dedicating about half his time to each. He also sells life insurance through Fortis Lux (Mass Mutual), spending minimal time on this activity, and is the executor of his aunt's estate.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Mid-Atlantic Securities, INC.
Mid-Atlantic Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Maxim Group LLCBroker
Investec Ernst & CompanyBroker
Royce Investment Group, INC.Broker
State Registrations8 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.