Juan Salazar
Juan Salazar is a registered investment advisor at Fiducia Wealth Management, based in Pasadena, CA, with 21 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 83 clients with $25M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of Fiducia.
Fee Estimator
Location
150 S. Los Robles Ave, Suite 468, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Juan is the owner of Fiducia Financial & Insurance Services, Inc., an insurance agency, since 2010. He spends a few hours per week on this activity, selling various insurance products.
Employment History
Current Registrations
Fiducia Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sammons Securities Company, LLCBroker
Spc
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
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.