Jennifer Valdes
Jennifer Valdes is a CFP-designated registered investment advisor at Financial Designs Wealth Management, based in Miami, FL, with 5 years of industry experience. Jennifer 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. Their firm serves 163 clients with $190M 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 $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are charged quarterly in advance. Fees may be reduced for employee and family member accounts. For 401(k)s, billing is handled by the recordkeeper or administrator.
Fee Estimator
Location
8000 NW 7th Street, Suite 203, Miami, FL, 33126
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 ActivitiesSells Insurance
Jennifer owns Financial Designs Private Wealth LLC, a holding company with minority ownership in a registered investment advisor and an insurance business. She also owns Financial Designs Legacy LLC, an insurance business, and spends about half her time on these activities.
Employment History
Current Registrations
Financial Designs Wealth Management
Previous Registrations
Financial Designs Wealth Management
Gentrust
State Registrations2 states
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