Jorge Padilla is a CFP-designated registered investment advisor at Meira Wealth, based in Coral Gables, FL, with 14 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 183 clients with $320M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Older client relationships or accounts with specific complexities may be subject to different fee schedules. Household aggregation may be used to group related accounts for reduced fees.
Fee Estimator
Location
121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134
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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 is a Wealth Advisory Board Member for Blue Vault Partners, spending minimal time providing advice on alternative investments. He also serves on the Product Advisory Board for Stratifi Technologies, dedicating minimal time to shaping their product strategy.
Employment History
Current Registrations
Meira Wealth
State Registrations2 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.
Exams
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