Juan Valdivieso is a ChFC-designated registered investment advisor at Binvesting, based in Houston, TX, with 28 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee structure includes advisory services, portfolio rebalancing, trade execution, and custodial services as part of the wrap fee program.
Fee Estimator
Location
5075 Westheimer, Suite 975W, Houston, TX, 77056
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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 →Other Business Activities
Juan is the managing member of JV & Sons Investors, LLC, a shell company established in April 2021 with no business activity or revenue.
Employment History
Current Registrations
Binvesting
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
Edward JonesBroker
Van Kampen Funds INC.Broker
Bank United Securities CORP.Broker
State Registrations1 state
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