Lorianne Cordoba is a registered investment advisor at Red Reef Advisors LLC, based in Boca Raton, FL. Lorianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Reef Advisors' fees for managing your investments are negotiated on a client-by-client basis, up to a maximum of 2% of the value of your portfolio. Fees are billed at the end of each month or quarter. The exact fee will depend on the amount of work involved, the size of your portfolio, and the resources dedicated to providing the services.
Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
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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.
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Lorianne is a licensed realtor, earning commissions from residential sales and leases.
Employment History
Current Registrations
Red Reef Advisors LLC
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.