Jorge Fernandez is a CFP-designated registered investment advisor at Gbs Group, based in Miramar, FL. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1 clients with $460K 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 $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
7971 Riviera Boulevard, Suite 204, Miramar, FL, 33023
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jorge is the CEO, accountant, and tax consultant for GBS Group, Inc. since 2014, dedicating nearly full-time hours to this role. He is also the manager of ezCompliance, LLC, a company wholly owned by GBS Group, Inc., but spends no time on this activity.
Employment History
Current Registrations
Gbs Group
State Registrations2 states
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