A complete list of active advisors currently associated with LVS Advisory LLC

Warmer can help you find a great advisor at LVS Advisory LLC or one who fits your needs even better.

LVS Advisory LLC provides discretionary investment management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, estates, family offices, other advisers, and a range of institutional and corporate clients. The firm also offers general financial planning and project-based consulting services on an hourly or fixed-fee basis. The firm’s investment process relies on fundamental research and a blend of value and growth principles, with a stated focus on long-term capital preservation while seeking above-average compounding through opportunistic security selection. Portfolios may include a broad set of instruments — including derivative securities, commodity futures, and structured products — and clients may choose either a standard percentage-of-AUM management fee or an optional performance-based fee with a high-water mark for Qualified Clients. Distinctive aspects of LVS Advisory include a disclosed affiliation with another registered adviser (Greater Wealth) and policies meant to address related conflicts, a setup that departs from the typical solo-practitioner model among similar small independents. The brochure also documents use of more complex trading arrangements and instruments (derivatives, futures, structured products and aggregate trading through custodians such as Interactive Brokers) and provides detailed procedures for performance allocations, features that are less common among peers of this size.

To learn more about the advisors currently working at LVS Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Luis Sanchez	Orlando, FL	8

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