Jorge Romero
Jorge Romero is a CFP-designated registered investment advisor at Destiny Family Office, based in The Villages, FL, with 17 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, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are for the standard DFO discretionary wrap fee program. In certain instances, a wrap fee negotiable up to 1.45% may be negotiated with the client. If the Registrant elects to utilize separate account managers in a client’s portfolio, the client’s combined fee for Registrant’s management services and the fees charges by any third-party manager shall not exceed 2.5% of the client’s assets under management.
Fee Estimator
Location
2520 Burnsed Blvd, The Villages, FL, 32163
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Employment History
Current Registrations
Destiny Family Office
Destiny Wealth Partners, LLC
Previous Registrations
Cwm, LLC
Ruggie Wealth Management
Suntrust Investment Services, INC.
State Registrations1 state
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.