Juan Osorio is a registered investment advisor at Compass Group Investments Solutions LLC, based in Miami, FL, with 22 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 144 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Group Investments Solutions charges investment advisory fees as agreed upon in each client's investment advisory agreement. Fees are generally charged quarterly, based on the value of the assets in the account. For clients participating in the alternative investment program, the fee is typically based on the value of each alternative asset invested in during the preceding calendar quarter, or it may be a flat fee. Compass may waive or modify fees for certain clients. The maximum annual fee is 2.0% of the client's assets under management, and these fees are negotiable.
Location
601 Brickell Key Drive, Suite 743, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan is a registered investment advisor with Compass Group Investments Solutions LLC since 2020, managing client relationships and providing investment advice. This activity takes nearly full-time hours.
Employment History
Current Registrations
Compass Group Investments Solutions LLC
Cg Compass (USA) LLCBroker
Previous Registrations
Ucap Asset Management LLC
Ucap Securities LLCBroker
Hsbc Securities (USA) INC.Broker
J.P. Morgan Securities INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations3 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.