Juan Zevallos is a registered investment advisor at B365invest, based in San Antonio, TX, with 1 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. The annual advisory fee is paid quarterly in advance based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. If B365 utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Location
13831 Shavano Downs, San Antonio, TX, 78230
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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 a consultant at a tech company. He receives no commissions from this activity.
Employment History
Current Registrations
B365invest
Previous Registrations
Investall, INC.
Fidelity Brokerage Services LLCBroker
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.