Andres Ortiz
Advisor at IQ Portfolios
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IQ Portfolios
Location
Windermere, FL 34786
Credentials
Series 63, Series 65
Industry experience
19 years
About
Andres Ortiz is a financial advisor at IQ Portfolios with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Advisors. In addition to his advisory role, he operates as an independent insurance agent. IQ Portfolios provides ongoing portfolio management for individual and high-net-worth clients, offering tailored asset allocation, asset selection, and portfolio monitoring. The firm employs a variety of analytical methods and generally pursues a long-term trading approach, often acting as a co-advisor when clients use managed account solutions.
Client services
Based on IQ Portfolios
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$0 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000+: 1.00%
IQP accepts commissions for sale of investment products, but commissions are not the primary source of compensation.
Location
13790 Bridgewater Crossing Blvd, Suite 1080
Windermere, FL 34786
Most active in
Andres O has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
IQ Portfolios
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2020 - 2024 (4 years)
J.W. Cole Advisors, Inc.
2018 - 2019 (1 year)
IQ Portfolios
2013 - 2024 (11 years)
J.W. Cole Financial
2013 - 2019 (6 years)
J.W. Cole Financial, INc.
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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