Juan Barraza is a registered investment advisor at Binvesting, based in Houston, TX, with 21 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
Get directionsHistory
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
Binvesting
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
Previous Registrations
Insigneo Securities, LLCBroker
PNC Managed Account Solutions, INC.
PNC Managed Account Solutions, INC.
PNC InvestmentsBroker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Bbva Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.