Juan Suarez is a registered investment advisor at Edelman Financial Engines, based in Marion, NC, with 24 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
Marion, NC
Get directionsHistory
Regulatory History (1)
Criminal
November 1990Other Business Activities
Juan owns a mattress sales business called Mattress By Appointment Marion since 2025. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Portfolio Medics, LLC
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, LLCBroker
Icd Securities INC.Broker
Southeastern Securities, INC.Broker
Southeastern Securities, INC.Broker
Cic CapitalBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.