Juan Donabedian is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Burlington, MA, with 17 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. Their firm serves 600 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
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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 owns a residential condo rental property since January 2024. This activity requires minimal time and is both investment and non-investment related.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
Detwiler Fenton Investment Management LLC
Detwiler Fenton & CO.
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.
Exams
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