Raphael Martorello
Advisor at LotusGroup Advisors
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.
Advisor at LotusGroup Advisors
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.
Location
Denver, CO 80209
Credentials
Series 65
Industry experience
21 years
Raphael Martorello is a Series 65-licensed financial advisor with 21 years of industry experience. He is the managing partner at LotusGroup Advisors and LotusGroup Capital, LLC, splitting his time evenly between these affiliated registered investment advisers. Martorello has been with LotusGroup Advisors since 2007 and has managed his own firm, Martorello Money Management, since 2006. LotusGroup Advisors provides financial planning and portfolio management services to individuals, trusts, businesses, and pooled investment vehicles. The firm employs a range of portfolio strategies tailored to client risk profiles and integrates strategic allocation with proprietary tactical analysis, supported by frequent portfolio monitoring and detailed performance reporting.
Based on LotusGroup Advisors
Based on LotusGroup Advisors
Business Valuation Opinion: $2,500 per entity valuation provided
$0 - $1,000,000: Tactical Strategies: 1.75% $1,000,001 - $20,000,000: Tactical Strategies: 0.75% $20,000,001+: Tactical Strategies: 0.50% $0 - $1,000,000: Global Rotation Strategies: 1.50% $1,000,001+: Global Rotation Strategies: 0.75% $0 - $1,000,000: Index Strategies: 1.25% $1,000,001+: Index Strategies: 0.75% $0 - $1,000,000: Private Investment Only: 1.75% $1,000,001+: Private Investment Only: 0.75%
Account minimum: $500,000
1005 S. Gaylord Street
Denver, CO 80209
California · Colorado · New Hampshire · New York · Texas
LotusGroup Capital, LLC
2018 - Present (8 years)
LotusGroup Advisors, LLC
2007 - Present (19 years)
Martorello Money Management
2006 - Present (20 years)
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