Lorianne Cordoba is a registered investment advisor at Red Reef Advisors LLC, based in Boca Raton, FL, with 1 years of industry experience. Lorianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 8 more. Their firm serves 91 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2%, negotiated on a client-by-client basis. Comprehensive financial planning is included for accounts over $500,000.
Fee Estimator
Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
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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 Activities
Lorianne is a licensed realtor, earning commissions from residential sales and leases.
Employment History
Current Registrations
Red Reef Advisors LLC
State Registrations1 state
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
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