Omar Rojas is a registered investment advisor at Portfolio Medics, LLC, based in Red Oak, TX, with 4 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Red Oak, TX
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Regulatory History (1)
Financial
May 2017Other Business Activities
Omar works as a driver for Modern Transportation, driving for multiple individuals. This endeavor takes about 10-20% of his time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Efficient Plan, LLC
Efficient Plan, LLC
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.