Juan Pantoja
Juan Pantoja is a registered investment advisor at Financial Planning First, LLC, based in Tuscon, AZ, with 11 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 287 clients with $110M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. The maximum fee charged by the UMA(s) that our firm may utilize is 0.75%. Please note that this fee combined with the advisory fee disclosed above will not exceed 2.00%.
Fee Estimator
Location
3567 E Sunrise Dr Ste B237, Tuscon, AZ, 85718
Get directionsHistory
Regulatory History (1)
Criminal
January 2010Other Business Activities
Juan is the manager/owner of JP Commercial Advisors, LLC, a real estate business, dedicating about half of his time. He also manages and handles sales for AZ Flooring Supply, LLC, spending a few hours per week.
Employment History
Current Registrations
Financial Planning First, LLC
Previous Registrations
Imus Wilkinson 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.