Juan Garcia is a registered investment advisor at Holistic Capital, based in Boston, MA, with 9 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.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the specific circumstances of the client. A minimum annual fee of $5,000 may apply to accounts with sufficient assets under management, but will not exceed 2% of the client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
68 Harrison Ave, Ste 605 Pmb, Boston, MA, 02111
Get directionsHistory
Regulatory History (1)
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Criminal
April 2024Pending Charge
Employment History
Current Registrations
Holistic Capital
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Morgan StanleyBroker
March 2022 - June 2022 · 3 mos
Morgan Stanley
March 2022 - June 2022 · 3 mos
Eaton Vance Management
September 2015 - May 2021 · 5 yrs 8 mos
Eaton Vance Distributors, INC.Broker
June 2015 - May 2021 · 5 yrs 11 mos
Mfs Fund Distributors, INC.Broker
February 2014 - May 2015 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
May 2013 - January 2014 · 8 mos
State Registrations1 state
MA
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.