Jorge Valdes
Jorge Valdes is a CFP-designated registered investment advisor at Financial Designs Wealth Management, based in Miami, FL, with 2 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. 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
Jorge is an independent licensed insurance agent for health and life insurance, earning commission-based compensation. He spends about 10-20% of his time on this insurance business.
Employment History
Current Registrations
Financial Designs Wealth Management
State Registrations1 state
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