Juaquin Arellano is a CFP-designated registered investment advisor at Tectonic Capital Advisors, LLC, based in Houston, TX, with 13 years of industry experience. Juaquin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the complexity of client goals and objectives and level of services rendered.
Fee Estimator
Location
600 Travis Street, Ste 5900, Houston, TX, 77002
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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
Juaquin is a member of Ethos Distribution Partners LLC, an electrical supply reseller, dedicating minimal time to passive duties. He also serves as a board member for Mental Health America of Greater Houston and volunteers for the Family Reach Foundation, providing pro bono financial planning; both roles require minimal time.
Employment History
Current Registrations
Tectonic Capital Advisors, LLC
Sanders Morris LLCBroker
Previous Registrations
Tectonic Advisors LLC
Salient Capital L.P.Broker
Salient Capital Advisors, LLC
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.