Valeria Ortega is a registered investment advisor at Lwm Advisory Services, LLC, based in Plantation, FL, with 19 years of industry experience. Valeria 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
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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 Activities
Valeria is listed as an officer for legacy planning purposes in the family-owned Alvamar Group, spends minimal time affiliated with HR Retirement Consultants, and owns Retirement Benefits Consulting and rental property, spending minimal time on each. None of these activities are investment-related.
Employment History
Current Registrations
Lwm Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
John Hancock Distributors LLCBroker
State Registrations3 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.