Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sebastian? Claim Your ProfileSebastian Antonio Ordonez bueno is an Investment Advisor Representative associated with Element Pointe Family Office. Sebastian has been in the industry since 2022 and has passed the Uniform Investment Adviser Law Examination. Sebastian has worked in the financial industry in Miami, FL and Coral Gables, FL and has a focus on pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and family office advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Reporting fees for family office clients
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2
FL
03/14/2022 - Present
Element Pointe Family Office (MIAMI FL)
IA
Issued 03/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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