Orlando Molina is a registered investment advisor at Mdx Wealth Management, based in Burleson, TX, with 30 years of industry experience. Orlando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MDX Wealth Management's fee for managing your investments ranges between 0% and 2.5% per year. The fee is based on the value of the assets they manage and is billed monthly or quarterly, in advance. All client fees are negotiable.
Location
Burleson, TX
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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 →Other Business ActivitiesSells Insurance
Orlando is associated with Bournehill Investment Services and MDX Wealth Management, spending about 10-20% of his time on each. He also holds a Texas State Life and Health Insurance License, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Mdx Wealth Management
Previous Registrations
Callaway Financial Services
Bournehill Investment Services, INC.Broker
Callaway Financial Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
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.