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Huston Lorenzo
Snowden Lane Partners

Tel: 305-968-8081
1 Alhambra Plaza
Suite 1130
Coral Gables, FL 33134
Snowden Lane Partners | Financial Advisor in Coral Gables ,FL

Manage, Preserve and Transition Wealth


About Huston Lorenzo

With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to:

1) Data/asset aggregation
2) Financial organization
3) Cash/credit management
4) Tax strategies/planning
5) Estate planning and implementation
6) Risk management
7) Investment strategy and implementation
8) Family legacy and governance

I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.


About Snowden Lane Partners

Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.

See Disclosures

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General Information

Insurance License#:   W048765
Name of Custodial Firm:   Pershing LLC
States Licensed in:   AZ, CA, DC, FL, GA, IA, MD, MS, MT, NJ, NY, NC, TX, VA
Number of Years with Current Firm:   2
Work Experience:   Out of college, I began my professional career in corporate finance at Bacardi USA. From there I was presented the opportunity to join the wealth advisory business, at Fidelity Investments. While continuing to grow at Fidelity, I attained all of my industry licenses, from registered investment advisor to life and health to even managerial licenses. Not only did I partner with 2 experienced advisors but began providing advice as well. I left Fidelity to then be a Vice President at Axio Financial on the investment banking side of the business. At Axio Financial I created and customized bonds and other investments for clients. Ultimately, I decided to partner with a long time friend and financial advisor, Armando Urena, and we joined Snowden Lane Partners. At Snowden Lane Partners, Armando and I provide comprehensive wealth planning to high net worth individuals and families.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Foreign Languages Serviced:   Spanish
Advisory Services Provided:   Portfolio Management, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Bonds, Commodities, Annuities, Insurance, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Assets Managed by Advisor:   $340,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   .75% -1.4%
Additional Details on Charges:   Snowden Lane Partners is a hybrid registered investment advisory firm which allows for both, fee-based and transactional relationships. 80% of our relationships are advisory (fee-based). Our fee is a range. Where you fall within that range is a few factors (size of relationship, complexity of planning, investment vehicles used for solutions). The typical range on our advisory fee is .75% - 1.40%
Minimum Fee Charged for Managed Accounts:   .75%
Minimum Fee Charged for Hourly Planning Accounts:   $0

Education

Bachelor  - Economics   Penn State University
08/27/2007-05/13/2011

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890814/wiseradvisor-snowden-lane-partners-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 6:00 PM
Tue. 8:00 AM - 6:00 PM
Wed. 8:00 AM - 6:00 PM
Thu. 8:00 AM - 6:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

U.S. and International clientele

News & Events

CityWire Americas - Rising Stars
When: 03/17/2022
Details:CityWire Americas' Rising Stars in wealth management ...more

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