Dion Padilla is a registered investment advisor at Blackridge Asset Management, LLC, based in San Antonio, TX, with 23 years of industry experience. Dion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
9901 Interstate Highway 10 West,, Suite 800, Office 8030, San Antonio, TX, 78230
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Regulatory History (6)
Customer Dispute
July 2017Customer Dispute
May 2017Customer Dispute
March 2017Regulatory
June 2016Customer Dispute
April 2016Customer Dispute
February 2014Other Business Activities
Dion is a notary public, owner of Padilla Wealth Management working nearly full-time as a financial planner, and a board member for A Woman's Haven, a non-profit organization. He dedicates minimal time to both the notary public and non-profit board member roles.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Previous Registrations
Blackridge Asset Management, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
VALIC Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.