Advisor at Empirical Wealth management
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Firm
Empirical Wealth management
Location
Portland, OR 97205
Credentials
CFP®, Series 65
Industry experience
4 years
Jorge Rosas is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with Empirical Wealth Management and has previously worked at Aldrich Wealth LP, Brighton Jones, and Geffen Mesher among other firms. Empirical Wealth Management is an SEC-registered advisory firm managing approximately $6.7 billion for around 2,100 clients through a team of 53 advisors. The firm uses a Modern Portfolio Theory approach with diversified model portfolios and offers a broad range of services including financial planning, tax preparation, retirement consulting, and access to a private alternative income fund.
Based on Empirical Wealth management
Based on Empirical Wealth management
Stand-alone financial planning services may be fixed fee; license fee for third-party estate planning tools (may be waived or charged separately)
up to 1.00% annually, decreasing with higher asset levels (tiered, negotiable)
Insurance services earn commissions from product sales; real estate services earn commissions from transactions
Stand-alone financial planning services for non-advisory clients billed hourly or fixed fee; tax preparation may be hourly
Performance-based fee arrangements for qualified clients generally with minimum of $3,000,000 AUM; fee is percentage of capital appreciation net of asset-based fee with high water mark; negotiated individually
Account minimum: $3,000,000 Fee-only: Advisory fees based on assets under management; financial planning fees included for clients above $3,000,000 AUM; additional fees for extraordinary planning for others; tax preparation fees fixed or hourly (separate charge); retirement/pension consulting fees (may be charged separately)
805 Sw Broadway, Suite 2400
Portland, OR 97205
Oregon
Empirical Wealth management
2023 - Present (3 years)
Aldrich Wealth LP
2023 - 2023 (1 year)
Brighton Jones
2021 - 2023 (2 years)
Geffen Mesher
2018 - 2020 (2 years)
Gerber Gear
2018 - 2018 (1 year)
Matthews & Associates CPAs, PC
2018 - 2018 (1 year)
Neil Kelly
2017 - 2017 (1 year)
Robert Half - Accountemps
2017 - 2017 (1 year)
Que Pasa Cantina
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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