JC
JC

Juan Carreras

9 Years of Experience
Miami, FL
Broker

Juan Carreras is a registered investment advisor at Tudor Advisors LLC, based in Miami, FL, with 9 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 88 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
88 clients
Average Client Portfolio
$457K average
Assets Under Management
$40.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $8.0M0.75%
$8M+0.50%

The advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.

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

601 Brickell Key Drive, Suite 700, Miami, FL, 33131

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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.

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Other Business Activities

Juan is a 50% shareholder in Ferrybay Inc., a B.V.I. business holding real estate investments, and Ferrybay Inc. is the 100% owner of West Wave Services, LLC, a Florida LLC investing in Miami real estate. Juan dedicates minimal time to these investment-related activities.

Employment History
Current Registrations
Tudor Advisors LLC
September 2018 - Present · 7 yrs 8 mos
Tudor Securities, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Tudor Securities, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Sddco Brokerage Advisors LLCBroker
April 2016 - November 2018 · 2 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.