Jorge Padilla
Advisor at Meira Wealth — Coral Gables, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
14 years
Location
Coral Gables, FL 33134
Meira Wealth
Team
Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.
Based on Meira Wealth
Fixed fee up to $5,000 for estate planning technology service (may be waived at firm's discretion).
$0 - $2,000,000: 1.0% annually (Investment Management) $2,000,001 - $5,000,000: 0.7% annually (Investment Management) $5,000,001 - $10,000,000: 0.6% annually (Investment Management) $10,000,001 - $20,000,000: 0.5% annually (Investment Management) $20,000,001+: 0.4% annually (Investment Management)
Hourly consulting fees available upon request (specific rates not disclosed).
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services; $2,000 minimum fee for Financial Planning Services Fee-only: Strictly fee-only; no commissions or other compensation accepted.
Coral Gables, FL
121 Alhambra Plaza, Suite 1000
Coral Gables FL 33134
Advisors at this office
4
Florida · Texas
14 years of industry experience
Meira FKA The Lubitz Financial Group
2023 - Present • 3 years
Miami, FL
Meira FKA The Lubitz Financial Group
2016 - 2023 • 7 years
Miami, FL
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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