Juan Suarez is a CFA, CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Boca Raton, FL, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
Boca Raton, FL
Get directionsHistory
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 owns rental property in Menorca, Spain, since 2019. This activity is investment-related.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Mariner Wealth
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
Exams
More Advisors
- Victoria Nabaggala, CFPAmeriprise Financial Services, LLC
- Christopher Nalley, CFPCs Advisors INC.
- Justin Heller, CFP, ChFCHeller Private Wealth
- Nicole Carlon, CFPMutual Advisors, LLC
- Jesse Cordoba, CFPRed Reef Advisors LLC
- Joseph Orsini, CFAOppenheimer & CO. INC.