JB
JB

Juan Manuel Buendia

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
72 clients
Average Client Portfolio
$71.9M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts over $10MM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Six North Park Drive, Suite 208, Hunt Valley, MD, 21030

Get directions

History

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.

Learn about disclosures →
Employment History
Current Registrations
Asset Strategy Consultants LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Hirtle, Callaghan & CO., LLC
June 2018 - June 2020 · 2 yrs
Legg Mason Partners Fund Advisor, LLC
April 2016 - December 2017 · 1 yr 8 mos
Clearbridge Investments, LLC
July 2015 - April 2016 · 9 mos
Legg Mason Investor Services, LLCBroker
June 2015 - December 2017 · 2 yrs 6 mos
Blackrock Investments, INC.Broker
June 2004 - December 2008 · 4 yrs 6 mos
UBS Global Asset Management (US) INC.Broker
December 2001 - November 2003 · 1 yr 11 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.