Juan Munoz is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 4 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan provides business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations9 states
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