Omar Morillo
Omar Morillo is a CFP, ChFC-designated registered investment advisor at Mariner Independent, based in Miramar, FL, with 10 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
3350 SW 148th Avenue, Suite 110, Miramar, FL, 33027
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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 ActivitiesSells Insurance
Omar is the Manager and President of Jetsetter Financial, LLC, an insurance brokerage, and a licensed insurance agent. He also owns Jetsetter Fullfillment, LLC, an online merchandise sales business, and is the founder of Imperio Wealth Advisors, dedicating full-time hours to this role.
Employment History
Current Registrations
Mariner Independent
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Octavia Wealth Advisors LLC
Proxy Wealth Advisors LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
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.