Luis Pinto is a registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 7 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 75 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 $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.
Fee Estimator
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsHistory
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
Luis is involved in several business activities, including insurance sales and services with The LifeWealth Group since 2022, and working as a Registered Representative for Madison Avenue Securities, dedicating full-time hours to securities sales and services. He also serves as a Chapter Advisory Board Member for Theta Chi Fraternity and works as an Investment Advisor Representative for LifeWealth Investments, LLC full-time.
Employment History
Current Registrations
The Life Wealth Group
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.