Jorge Diaz-Druet is a registered investment advisor at Cima Sports & Wealth Management INC, based in Lutz, FL, with 8 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, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fee Estimator
Location
25200 Sawyer Francis Lane, Suite 126, Lutz, FL, 33559
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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 →Employment History
Current Registrations
Cima Sports & Wealth Management INC
Previous Registrations
Portfolio Medics, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations3 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.