| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
Get directionsJuan is affiliated with Boreal Capital Management, LLC and Boreal Capital Securities, LLC, providing advisory and investment services. He may cross-refer clients from ProviCapital and receive 15% of the generated revenue, dedicating a few hours per week to this activity.