Lorenzo Lopez is a CFP-designated registered investment advisor at Pathview Wealth Advisors, based in San Diego, CA, with 9 years of industry experience. Lorenzo 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 349 clients with $580M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees may be reduced at Pathview's discretion based on various factors.
Fee Estimator
Contact
Lorenzo Lopez
Location
1455 Frazee Road, Suite 700, San Diego, CA, 92108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pathview Wealth Advisors
Previous Registrations
Rowling & Associates
State Registrations2 states
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