Julio Canas is a registered investment advisor at Financial Q Group LLC, based in Miami, FL, with 11 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees may be individually negotiated with each client.
Fee Estimator
Location
1395 Brickell Avenue, Suite 800, Miami, FL, 33131
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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
Julio is a Managing Partner at EFC Capital Management LLC (DBA EFC Group), a financial consulting company, since 2012, dedicating a few hours per week. He is also a Managing Partner at Fintelhub LLC, a financial education company, since 2020, dedicating about 10-20% of his time, and a Senior Consultant at International Compliance Solutions LLC, a compliance consulting firm, since 2019, dedicating about a quarter of his time.
Employment History
Current Registrations
Financial Q Group LLC
Inversiones Sura
Previous Registrations
The Atlas Financial Group
Lw Investment Management (USA) LLC
Storge Partners
Acci Capital
Expam Capital
Fivenca Asset Management
Fivenca Asset Management
Harbor Ithaka Wm
Efc Capital 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.