Andres Ortiz is a registered investment advisor at Iq Portfolios, based in Windermere, FL, with 19 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $31M 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 - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
13790 Bridgewater Crossing Blvd, Suite 1080, Windermere, FL, 34786
Get directionsHistory
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
Andres is a CCO and investment advisor representative for IQ Portfolios, a registered investment advisor, dedicating nearly full-time hours to this role. He is also an independent insurance agent, offering clients advice and products for commission, which presents a conflict of interest.
Employment History
Current Registrations
Iq Portfolios
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, 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.