JB
CFA
JB
CFA

Javier Buch

9 Years of Experience
Austin, TX

Javier Buch is a CFA-designated registered investment advisor at Third Wave Capital LLC, based in Austin, TX, with 9 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $910K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$51K average
Assets Under Management
$915K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $20K1.50%
$20K - $100K1.50%
$100K - $250K1.25%
$250K+1.00%

Fees are negotiable. Qualified clients will pay an annual fee of 1.50% of assets under management along with a 15.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Austin, TX

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Third Wave Capital LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Bcp Securities, INC.Broker
January 2015 - August 2023 · 8 yrs 7 mos
State Registrations1 state
TX
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.
Javier Buch - Financial Advisor | TrueAdvisor