Juan Quijano is a registered investment advisor at Areti Capital Advisors, LLC, based in Fort Lauderdale, FL, with 7 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 72 clients with $76M 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 | Included |
Fees range from 0.50% to 1.5% and are negotiable depending on portfolio size, investment objectives, strategy employed, complexity of the relationship and whether the assets are managed actively managing assets or simply passive reporting of holdings.
Fee Estimator
Location
888 East Las Olas Blvd, Suite 301, Fort Lauderdale, FL, 33301
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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 works as an operations analyst for Areti International Bank since 2021. This takes about 10-20% of his time.
Employment History
Current Registrations
Areti Capital Advisors, LLC
Previous Registrations
Levelx Capital LLCBroker
Morgan StanleyBroker
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.