Jorge Perez is a registered investment advisor at Dmk Advisor Group, INC., based in Lutz, FL, with 32 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
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 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.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Compass Financial Management LLC
Dmk Advisor Group, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
The Leaders Group, INC.Broker
Securities Management & Research, INC.Broker
State Registrations5 states
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.