Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500

The firm charges an annual management or advisory fee, ranging from 0.50% to 2.00% of assets under management, subject to a minimum quarterly fee of $500. Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%. Flat fee arrangements are also available for administrative services. Clients may pay more or less than similar clients depending on their circumstances.

Areas of Practice
Investment ManagementEstate Planning
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Advisor Information

Office location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Juan provides operational support to Boreal Capital Management LLC, an affiliated RIA.

Employment History
Current Registrations
Boreal Capital Management LLC
June 2022 - Present · 3 yrs 7 mos
Boreal Capital Securities LLCBroker
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Bolton Global CapitalBroker
September 2021 - April 2022 · 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Juan Guerra - Financial Advisor | AdvisorDiscover