Juan Perez is a registered investment advisor at Alhambra Investment Management LLC, based in Palmetto Bay, FL, with 19 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $320M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are subject to negotiation. Fees for assets managed above $5 million are negotiable.
Fee Estimator
Location
8925 SW 148 Street, Suite 214, Palmetto Bay, FL, 33176
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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's parents own Jeter, Inc., which operates Haagen-Dazs franchises, and he assists with bookkeeping and general consulting. This activity takes a few hours per week and is not investment related.
Employment History
Current Registrations
Alhambra Investment Management LLC
Previous Registrations
Alhambra Investment Management 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.
Exams
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