David Ortiz is a CFP-designated registered investment advisor at L&s Private Wealth, LLC, based in Oklahoma City, OK, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
L&S Private Wealth charges an annual fee based on a percentage of your portfolio. This fee includes L&S's advisory fee (which is negotiable up to a maximum of 1.6%) and, if used, a non-negotiable fee for the model manager and platform. The specific fees are detailed in your investment advisory agreement and are paid quarterly, either in advance or arrears, depending on the custodian. The fee is based on the market value of your investments on the last day of the previous quarter.
Location
3030 NW Expressway, Suite 700, Oklahoma City, OK, 73112
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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 →Employment History
Current Registrations
L&s Private Wealth, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations2 states
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.