FP

Fermin John Padilla

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
609 clients
Average Client Portfolio
$621K average
Assets Under Management
$378.0M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $495/hr

Investment Supervisory Services (ISS) fees for Portfolio Freedom Accounts are based on a percentage of assets under management, ranging up to 2.50% annually. Pension Consulting fees are negotiated per plan, not to exceed 1.50% of assets under advisement, or a flat fee not to exceed $2,500. Financial planning fees are calculated on an hourly basis, with a maximum of $495 per hour. There is no minimum account size, but CIGI reserves the right to decline management services.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
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Advisor Information

Office location

444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903

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Regulatory History (1)
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Employment Separation After Allegations
May 2019
Employment History
Current Registrations
Cascade Investment Group, INC.
June 2019 - Present · 6 yrs 7 mos
Cascade Investment Group, INC. Broker
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Cascade Investment Group, INC.
June 2019 - June 2019 · 0 mos
UBS Financial Services INC.
June 2002 - June 2019 · 17 yrs
UBS Financial Services INC. Broker
June 2002 - June 2019 · 17 yrs
U.S. Bancorp Piper Jaffray INC.
January 1999 - July 2002 · 3 yrs 6 mos
U.S. Bancorp Piper Jaffray INC. Broker
April 1996 - July 2002 · 6 yrs 3 mos
State Registrations9 states
AZCACOFLINMATXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Fermin John Padilla - Financial Advisor | AdvisorDiscover