Avraham Ziv
Avraham Ziv is a registered investment advisor at Dorado Wealth Management LLC, based in Port Washington, NY, with 29 years of industry experience. Avraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dorado Wealth Management charges an annual fee based on a percentage of your portfolio. This fee ranges from 1% to 2.5%, depending on the amount you invest. The fee is billed quarterly. At times, a flat quarterly fee will be charged instead of one determined solely by the per cent of assets under management when it is more economical for the client. Fixed fees will be determined on a case-by-case basis and will be fully disclosed in the client’s Investment Management Agreement Fixed fees will not exceed 3%.
Location
Port Washington, NY
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Regulatory History (1)
Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Avraham is an agent for life, accident, and health insurance. He is also a registered representative with Western International Securities, Inc. and an investment adviser representative with Dorado Wealth Management LLC.
Employment History
Current Registrations
Dorado Wealth Management LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Western International Securities
Western International Securities, INC.Broker
Western International Securities
Northeast Asset Management LLC
Northeast Securities, LLCBroker
Investec Ernst & CompanyBroker
Stuart, Coleman & CO., INC.Broker
Hampshire 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.