Juan Verdin
Juan Verdin is a registered investment advisor at Wilson Financial Advisors, LLC, based in Garden Grove, CA, with 16 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 152 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The asset management fee is negotiable at the sole discretion of the advisor based on the complexity of the client’s situation, the possibility of additional account deposits, the history and relationship of the client to Advisor.
Fee Estimator
Location
12419 Lewis Street #202, Garden Grove, CA, 92840
Get directionsHistory
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 ActivitiesSells Insurance
Juan is licensed as an independent insurance agent selling fixed insurance products and serves as Chief Operating Officer for Wilson Financial Advisors, a marketing/training organization. He also works as an insurance agent for Dennis W Wilson Insurance Agency Inc, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Wilson Financial Advisors, LLC
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Sagepoint Financial, 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.