Juan Buendia is a registered investment advisor at Asset Strategy Consultants LLC, based in Hunt Valley, MD, with 15 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees over $10 million are negotiable.
Fee Estimator
Location
Six North Park Drive, Suite 208, Hunt Valley, MD, 21030
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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
Asset Strategy Consultants LLC
Previous Registrations
Hirtle, Callaghan & CO., LLC
Legg Mason Partners Fund Advisor, LLC
Clearbridge Investments, LLC
Legg Mason Investor Services, LLCBroker
Blackrock Investments, INC.Broker
UBS Global Asset Management (US) INC.Broker
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.