Jose Valdez is a registered investment advisor at Power Financial Partners, LLC, based in Tampa, FL, with 10 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 250 clients with $330M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.05% |
PFP can negotiate a fee rate that differs from the range set forth above for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
5401 W Kennedy Blvd., Ste. 1020, Tampa, FL, 33609
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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
Jose works as a Retirement Education Specialist at Power Financial Partners, an RIA, since April 2019. This activity takes nearly full-time hours.
Employment History
Current Registrations
Power Financial Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
T. Rowe Price 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.