Juan Gonzalez
Juan Gonzalez is a registered investment advisor at Altfest Personal Wealth Management, based in Bay Harbor Island, FL, with 1 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 695 clients with $1.8B 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Portfolios under $2,000,000 have an additional minimum advisory fee equivalent to 0.10% per year. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Bay Harbor Island, FL
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Regulatory History (1)
Financial
February 2018Employment History
Current Registrations
Altfest Personal Wealth Management
State Registrations1 state
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.