TrueAdvisor
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JB
JB

Juan Barraza

Binvesting
22 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Juan Barraza is a registered investment advisor at Binvesting, based in Houston, TX, with 22 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 6 clients with $52K in assets under management.

Binvesting
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
6 clients
Average Client Portfolio
$9K average
Assets Under Management
$52K

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.85%
$100K - $200K1.75%
$200K - $300K1.50%
$300K - $1.0M1.25%
$1M+1.00%

Fees are assessed quarterly in arrears as part of a wrap fee program that includes custodial and trade execution services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5075 Westheimer, Suite 975W, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Binvesting
May 2025 - Present · 1 yr 5 mos
Banorte Asset Management, INC.
January 2024 - Present · 2 yrs 9 mos
Banorte Securities International, LTD.Broker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Insigneo Securities, LLCBroker
December 2023 - December 2023 · 0 mos
PNC Managed Account Solutions, INC.
January 2022 - December 2023 · 1 yr 11 mos
PNC Managed Account Solutions, INC.
September 2021 - December 2021 · 3 mos
PNC InvestmentsBroker
September 2021 - December 2023 · 2 yrs 3 mos
Bbva Securities INC.Broker
May 2013 - September 2021 · 8 yrs 4 mos
PNC Managed Account Solutions, INC.
October 2010 - September 2021 · 10 yrs 11 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
November 2009 - March 2010 · 4 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
September 2004 - July 2009 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - July 1998 · 6 mos
State Registrations3 states
FLINTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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