Marco Bohorquez
Marco Bohorquez is a registered investment advisor at Lwm Advisory Services, LLC, based in Plantation, FL, with 21 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,111 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM Advisory Services manages client portfolios for a fee, which is a percentage of the value of your portfolio. This fee is negotiated and can vary depending on the size and complexity of your account. The annual fee will not exceed 2.00%. Fees are charged quarterly in advance. There is a minimum investment of $100,000, but the firm may accept smaller accounts.
Location
1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324
Get directionsHistory
Regulatory History (2)
Financial
July 2020Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Marco is involved with Legacy Wealth Management, Inc. as a DBA for LPL business and a registered investment advisor hybrid, dedicating full-time hours to these activities. He also dedicates minimal time to non-variable insurance and serves as a non-profit board member and is running for City of Sunrise Commissioner, dedicating a few hours per week to each.
Employment History
Current Registrations
Lwm Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Edward JonesBroker
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.