LP
LP

Luis Felipe Pinto

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
75 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$177.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.60%
$500K - $1.5M1.30%
$1.5M - $2.5M1.20%
$2.5M - $5.0M1.10%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees negotiable for accounts over $10 Million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787

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History

Regulatory History
Clean regulatory record

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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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
November 2024 - Present · 1 yr 3 mos
Madison Avenue Securities, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ae Wealth Management, LLC
November 2022 - May 2025 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - November 2022 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - November 2022 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2018 - February 2019 · 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.