Juan Lopez
Juan Lopez is a registered investment advisor at Aventura Capital Management, LLC, based in Boca Raton, FL, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 127 clients with $58M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable, but may be in certain circumstances.
Fee Estimator
Location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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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
Juan provides bookkeeping services through Ace Business Solutions and works as an Uber driver, dedicating minimal time and a few hours per week, respectively. He also serves as a co-portfolio manager for FlexMark Stragiec Partners, LLC, spending nearly full-time on this investment-related activity.
Employment History
Current Registrations
Aventura Capital Management, LLC
Aventura Securities, LLCBroker
State Registrations1 state
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