Diego Parra-Cortez is a registered investment advisor at Madrid Retirement Advisors, based in Manhattan Beach, CA, with 8 years of industry experience. Diego operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 244 clients with $180M 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 | 1.45% |
| $500K - $750K | 1.40% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are negotiable. The advisory fee is not tiered based on a client’s change in portfolio value. The Adviser reviews and redetermines the applicable Advisory Fee rate approximately every six (6) months based on each Client’s current portfolio value based on the fee schedule above.
Fee Estimator
Location
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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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 Activities
Diego operates Madrid Financial Services and Madrid Retirement Advisors as DBAs for his LPL business. He also provides investment advisory services through Madrid Financial Services, spending significantly more than full-time hours on this activity.
Employment History
Current Registrations
Madrid Retirement Advisors
LPL Financial LLC
LPL Financial LLCBroker
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.