Diana Orea
Diana Orea is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Coral Gables, FL, with 19 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
121 Alhambra Plaza, Ste 150 Alhambra Tower, Coral Gables, FL, 33134-4522
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Diana is the president of All Distributors, Inc., a retail business specializing in customized apparel, logowear, and uniforms, dedicating a few hours per week. She also works as a real estate sales associate, assisting family and friends, also dedicating a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Continental Broker-Dealer CORP.Broker
State Registrations17 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.