Juan Lopez is a registered investment advisor at Invicta Advisors LLC, based in Western Springs, IL, with 12 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,199 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Invicta Advisor’s maximum permissible fee is 2.0% of assets under management. Fees are negotiable.
Fee Estimator
Location
Western Springs, IL
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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 outside business activities. These include being the owner/partner of Singularity Partners, LLC, an advisor to Health Innovation Capital Fund I, LP, an employee of ETS Intelligence, LLC, and an advisory board member for Alpha Optimization Capital Management, LLC.
Employment History
Current Registrations
Invicta Advisors LLC
Invicta Capital LLCBroker
Invicta Capital LLC
Previous Registrations
Verity Investments, INC.Broker
Verity Asset Management
Verity Investments, INC.Broker
Verity Asset Management
Lightpath Capital, INCBroker
Fog Equities LLCBroker
New Albion Partners LLCBroker
Lightpath Capital, INCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Fairbridge Capital MarketsBroker
Penserra Securities, LLCBroker
Cabrera Capital Markets, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charter One Securities, INC.Broker
Edward JonesBroker
State Registrations1 state
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.