Juan Lorenzo is a registered investment advisor at Welcy Capital Advisors LLC, based in Maplewood, NJ, with 18 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Welcy Capital Advisors charges a fee based on the value of your investments. This fee ranges from 0.5% to 2% per year, but may be higher or lower depending on the services provided and the amount of assets managed.
Location
Maplewood, NJ
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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.
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Juan is a member of the Board of Advisors for the University of Oregon's business school and a board member for Ganadera Lorenzo, S.A. He also manages Salter Place Partners LLC, a non-operating company.
Employment History
Current Registrations
Welcy Capital Advisors LLC
Previous Registrations
Jefferies LLCBroker
Goldman Sachs & CO. LLCBroker
Citigroup Global Markets 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.