Isaac Pineda is a registered investment advisor at Lifeworks Advisors, LLC, based in Orange, CA, with 9 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
Orange, CA
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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
Isaac is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this. He also works as a consultant for Innovation Consulting, LLC, focusing on tax and exit planning, spending minimal time on this activity.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Nylife Securities LLCBroker
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.
Exams
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