Lonnie Ogulnick is a registered investment advisor at Thepartners Wealth Management, based in Miami, FL, with 27 years of industry experience. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
4400 Biscayne Blvd, Miami, FL, 33160
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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
Lonnie works as a financial advisor and is the CEO of OG Money Motivation, focusing on motivational sales, book sales, coaching, and podcasting, dedicating minimal time to this. Lonnie also sells life insurance and annuities through Gordon Wealth Insurance, spending a few hours per week on this activity, and is involved in real estate and boat rental businesses.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Ladenburg Capital Management INC.Broker
State Registrations4 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.