Jorge Tijerino is a registered investment advisor at Vim Wealth Management, LLC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIM Wealth Management's fees for managing your investments are calculated as a percentage of the account balance. The exact percentage is negotiated with each client, but it will not exceed 1.75% annually. Fees are charged monthly, based on the account balance at the end of the month.
Location
2332 Galiano St., 2nd Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jorge is the operations manager of Private Wealth Management of Coral Gables, dedicating about half his time to this role. He also owns Fix My WiFi, Inc., providing IT consulting services, dedicating about 10-20% of his time.
Employment History
Current Registrations
Vim Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, 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.