Juan Avila
Juan Avila is a registered investment advisor at Centric Wealth Management, LLC, based in Chicago, IL, with 27 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 583 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
333 W. Wacker Drive, 6th Floor, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business Activities
Juan is involved in several business activities, including serving as a trustee for multiple organizations, CFO for several LLCs related to property management and cannabis ventures, and CEO/Founder of a wellness app. He is also President and Founder of FARO Associates LLC, a financial literacy company, and a marketing partner for FARO Advisory.
Employment History
Current Registrations
Centric Wealth Management, LLC
Previous Registrations
Toroso Investments, LLC
Mesirow Financial Investment Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.