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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
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.