Juan Garces is a registered investment advisor at Annualitix, based in San Marcos, TX, with 10 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All AUM fees are negotiable.
Fee Estimator
Location
San Marcos, TX
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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.
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Juan is a shareholder of 57 West Capital Holdings, Inc., a holding company that owns a Registered Investment Advisory firm. He spends minimal time on this activity, primarily attending shareholder meetings once or twice per year.
Employment History
Current Registrations
Annualitix
Previous Registrations
57 West Capital Advisors, INC.
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.