Luis Ortiz
Luis Ortiz is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 11 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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
Luis works as a sales advisor at Best Buy in retail. He also works as a driver for Instacart, delivering food.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Gwfs Equities, INC.Broker
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
State Registrations45 states
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