Juan Heredia is a registered investment advisor at Accel Wealth Management, based in Cedar Rapids, IA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,381 clients with $1.1B 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 | 2.25% |
Fees can be waived and/or negotiated.
Fee Estimator
Location
5500 Fountains Drive NE, Suite 201, Cedar Rapids, IA, 52411
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 is the owner of Vega Sports Academy, where he manages sports coaches. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Accel Wealth Management
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.