Luis Medina
Luis Medina is a registered investment advisor at Lmpg Wealth Advisors, LLC, based in Coral Gables, FL, with 5 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $130M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1825 Ponce De Leon Blvd #152, Coral Gables, FL, 33134-4418
Get directionsHistory
Regulatory History (1)
Criminal
March 2007Other Business Activities
Luis is an authorized member of Helix Capital Group, LLC, a family limited partnership used for private transactions and as a holding company, since 2013. This activity is investment-related.
Employment History
Current Registrations
Lmpg Wealth Advisors, LLC
Previous Registrations
Cmg Capital Management Group, INC.
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.