Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tectonic Advisors' fees are negotiable. For the Separately Managed Account (SMA) program, they charge an annual fee of up to 1.00% of assets under management, prorated and paid quarterly. The fee is negotiable based on client goals and service levels. Investors accessing strategies through the Model Portfolio Advisor Program may pay different fees. The T-Bank program has its own fee structure. The UMA program has fees payable to Tectonic Advisors, CWA, a model provider, and Schwab. Family office services fees are based on a fixed schedule.
Areas of Practice
Advisor Information
Office location
600 Travis Street Ste 5900, Houston, TX, 77002
Get directionsRegulatory 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
Juaquin is a member of Ethos Distribution Partners LLC, an electrical supply reseller, dedicating minimal time to passive duties. He also serves as a board member for Mental Health America of Greater Houston and volunteers for the Family Reach Foundation, providing pro bono financial planning; both roles require minimal time.