JE
JE
Joanna Espasas is a registered investment advisor at Tiempo Capital Partners, based in Miami, FL, with 13 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $510M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
26 clients
Average Client Portfolio
$19.5M average
Assets Under Management
$508.0M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $30.0M | 0.70% |
| $30.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2665 S Bayshore Drive, Suite 440, Miami, FL, 33133
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2015Settled
Other Business Activities
Joanna is a board member and treasurer for the South Two Seven Lofts Condo Association since 2019. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Tiempo Capital Partners
June 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2021 - June 2025 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
May 2021 - June 2025 · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2017 - May 2021 · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2017 - May 2021 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2016 - February 2017 · 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - February 2017 · 5 mos
UBS Financial Services INC.
August 2015 - September 2016 · 1 yr 1 mo
UBS Financial Services INC.Broker
August 2014 - September 2016 · 2 yrs 1 mo
Popular Securities, LLCBroker
July 2012 - June 2014 · 1 yr 11 mos
State Registrations2 states
FLPR
Advisor
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.