Jorge Cortes is a registered investment advisor at Terrafort Capital LLC, based in North Bethesda, MD, with 4 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, Tax Planning. Their firm serves 1 clients with $1.1K 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on the size of the account, the complexity of investment strategy and types of holdings, and client type and experience (institutional versus retail). For alternative investments, the fee ranges from 1.00% to 2.00%.
Fee Estimator
Location
1810 Grand Park Ave Suite 500, North Bethesda, MD, 20852
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jorge works for the Maryland State Treasurer's Office, Investments Division, as an Investment Manager of a fixed income liquidity portfolio since August 2024. This role takes nearly full-time hours.
Employment History
Current Registrations
Terrafort Capital LLC
Previous Registrations
Mariva Capital Markets, LLCBroker
Oppenheimer & CO. INC.Broker
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.