Isai Juarez is a registered investment advisor at Journey Equity Wealth Management LLC, based in Downey, CA, with 11 years of industry experience. Isai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 80 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Equity Wealth Management offers two investment management services:
- Asset Management: A portfolio is created using various securities. Fees are negotiable, with a maximum annual fee of 2.00% of the value of your portfolio, billed monthly.
- Comprehensive Portfolio Management: Includes asset management and financial planning. Fees are negotiable, with a maximum annual fee of 2.00% of the value of your portfolio, billed monthly.
Location
8141 2nd Street, Suite 545, Downey, CA, 90241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Journey Equity Wealth Management LLC
Previous Registrations
Nestyield Etfs
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations2 states
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.