Noemi Ortega is a registered investment advisor at Advisory Solutions Group, based in Bakersfield, CA, with 28 years of industry experience. Noemi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 807 clients with $410M 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 | 2.50% |
Maximum annual fee charged is 2.50% on all assets under management. Fees are generally negotiable and depend upon the complexity of the service.
Fee Estimator
Location
Bakersfield, CA
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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
Advisory Solutions Group
Previous Registrations
Union Capital Company
Union Capital CompanyBroker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Wm Financial Services, INC.Broker
Wm Financial Services, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Security First Financial, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations2 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.
Exams
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