| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
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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 →Jorge is a managing member of DMG Financial LLC, spending minimal time on general operations, hiring, and sales. He also owns rental properties and is the President/Owner of Soper, Perez and Associates Inc., a general line agency for property and casualty insurance, dedicating about a quarter of his time to each.