Juan Perez is a registered investment advisor at Alhambra Investment Management LLC, based in Palmetto Bay, FL, 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 Investment Management. Their firm serves 208 clients with $280M 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% |
Fees negotiable for assets managed above $5 million.
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
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