Juan Arias is a registered investment advisor at Creand Management, based in Miami, FL, with 15 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 140 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
Location
777 Brickell Avenue, Suite 1201, Miami, FL, 33131
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 →Employment History
Current Registrations
Creand Management
Creand SecuritiesBroker
Previous Registrations
Ocean Financial Services, LLCBroker
Safra Securities LLCBroker
Efg Capital InternationalBroker
Santander SecuritiesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Pruco Securities, LLC.Broker
H&r Block Financial Advisors, INC.Broker
Shay Financial Services, INC.Broker
State Registrations2 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.