Lorena Guerrero
Lorena Guerrero is a registered investment advisor at Sanctuary Advisors, LLC, based in McAllen, TX, with 25 years of industry experience. Lorena 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, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
200 South 10th ST., STE 501, McAllen, TX, 78501
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Lorena manages a rental property since 2008, dedicating minimal time to it. She is also a member of Excelsis Holdings LLC, a real estate investment firm, since 2022, also dedicating minimal time.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS International INC.Broker
UBS Painewebber INC.Broker
Frost Brokerage Services, INC.Broker
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.