Juan Carvallo is a registered investment advisor at Lifeinvest Wealth Management, LTD, based in Miami, FL, with 7 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, High Net Worth, Investment Management. Their firm serves 366 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Location
1110 Brickell Avenue, Suite 210-A, Miami, FL, 33131-3136
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 involved in several business activities, primarily as a director and shareholder in various holding companies and real estate ventures, including Econoinvest Capital SA, Econoinvest Servicios Financieros, EMC, 328 NW 12 Av LLC, 280 Pas Holding LLC, Harbur Adventure LLC, and Gaermo Investment Group LLC. He also devotes about a quarter of his time to Econoinvest Capital, focusing on business financial advisory and real estate.
Employment History
Current Registrations
Lifeinvest Wealth Management, LTD
State Registrations5 states
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.