Roland Ortiz
Roland Ortiz is a registered investment advisor at Athena Wealth Management, based in Murrieta, CA, with 7 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 47 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Athena Wealth Management offers investment management services. The fees are fixed and range from $720 to $20,000 annually, determined by the estimated hours dedicated to the engagement and the complexity of your financial profile. The total fees collected will not exceed 3% of assets under management per year.
Location
24630 Washington Ave Suite 202, Murrieta, CA, 92562
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Regulatory History (1)
Judgment / Lien
October 2016Other Business ActivitiesSells Insurance
Roland is an independent insurance agent since 2019, selling life, disability, and fixed annuity insurance. This requires minimal time.
Employment History
Current Registrations
Athena Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.