Juan Polanco is a registered investment advisor at Optimo Capital, based in San Francisco, CA, with 10 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Location
2443 Fillmore St #380-1253, San Francisco, CA, 94115
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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
Juan works full-time as an Engineer at PacBio since 2017. He also occasionally mentors startups and their Founders at the Founder's Institute and LoyalVC.
Employment History
Current Registrations
Optimo Capital
Previous Registrations
Nu-Gen Capital
Ameriprise Financial Services, INC.
Waddell & Reed, INC.
State Registrations1 state
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