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Juan Osorio

Compass Group Investments Solutions LLC
22 Years of Experience
Miami, FL
Broker
View SEC Summary
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Juan Osorio is a registered investment advisor at Compass Group Investments Solutions LLC, based in Miami, FL, 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 Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 148 clients with $530M in assets under management.

Compass Group Investments Solutions LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
148 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$526.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The firm charges a maximum annual fee of 2.0% of assets under management, billed quarterly in arrears. Fees are negotiable and can be waived or modified for certain clients.

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

Location

601 Brickell Key Drive, Suite 743, Miami, FL, 33131

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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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Other Business Activities

Juan is a registered investment advisor with Compass Group Investments Solutions LLC since 2020, managing client relationships and providing investment advice. This activity takes nearly full-time hours.

Employment History
Current Registrations
Compass Group Investments Solutions LLC
December 2021 - Present · 4 yrs 10 mos
Cg Compass (USA) LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Ucap Asset Management LLC
September 2019 - April 2020 · 7 mos
Ucap Securities LLCBroker
May 2018 - April 2020 · 1 yr 11 mos
Hsbc Securities (USA) INC.Broker
September 2006 - March 2018 · 11 yrs 6 mos
J.P. Morgan Securities INC.Broker
May 2004 - July 2006 · 2 yrs 2 mos
Hornor, Townsend & Kent, INC.Broker
June 2003 - April 2004 · 10 mos
State Registrations3 states
DEFLNY
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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