Jorge Valdes
Jorge Valdes is a CFP-designated registered investment advisor at Financial Designs Wealth Management, based in Miami, FL, with 32 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 163 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are charged quarterly in advance. Fees may be reduced for employee and family member accounts. For 401(k)s, billing is handled by the recordkeeper or administrator.
Fee Estimator
Location
8000 NW 7th Street, Suite 203, Miami, FL, 33126
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2025Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Jorge owns Financial Designs Inc., where he helps clients with renewals and new business, transitioning prospects to life/wealth management and servicing employee benefits, taking up less than 65% of his time. He also owns several other businesses including JAV Property Holdings LLC, Financial Designs Wealth Management LLC, Financial Designs Legacy LLC (a life insurance business), FD Technology & HR, LLC, and Acosta & Valdes LLC, each requiring minimal time commitment.
Employment History
Current Registrations
Financial Designs Wealth Management
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Financial Designs Wealth Management
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.