JF
CFA
JF
CFA

Juan Franco

13 Years of Experience
Miami, FL

Juan Franco is a CFA-designated registered investment advisor at Tiempo Capital Partners, based in Miami, FL, with 13 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 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 ValueAnnual Fee
Up to $10.0M0.90%
$10.0M - $30.0M0.70%
$30.0M - $50.0M0.60%
$50.0M - $100.0M0.50%
$100.0M - $250.0M0.40%
$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

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tiempo Capital Partners
June 2024 - Present · 1 yr 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2023 - June 2024 · 8 mos
J.P. Morgan Securities LLCBroker
October 2013 - June 2024 · 10 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2012 - September 2013 · 1 yr
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.
Juan Franco - Financial Advisor | TrueAdvisor