Alexander Green-Ortiz
Alexander Green-Ortiz is a registered investment advisor at Osaic Wealth, INC., based in Ocala, FL, with 3 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7380 Southwest 60th Avenue, Suite 1, Ocala, FL, 34476
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Regulatory History (1)
Financial
July 2020Other Business ActivitiesSells Insurance
Alexander works as an agent/sole proprietor for AGO & Associates, selling and servicing health insurance, fixed annuities, long-term care insurance, and traditional life insurance, dedicating about 10-20% of his time. He is also an employee of Comprehensive Financial Advisors, LLC, selling and servicing accident, health, disability, fixed, indexed, long-term care, and traditional life insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations3 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.