Juan Herrera is a registered investment advisor at Quantor Capital LLC, based in Houston, TX, 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 Investment Management. Their firm serves 3 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantor Capital's management fee ranges from 0.20% to 1.50% per year, based on the value of your assets under management, either through a fund or a separately managed account. Fees for the funds are described in the offering materials and are not negotiable. Fees for separately managed accounts are negotiable, depending on individual client circumstances. The fee is billed and payable monthly in arrears.
Location
2925 Richmond Avenue, Suite 425, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan is the Chief Wealth Manager for Grupo Bursatil Mexicano, dedicating nearly full-time hours to strategic advising, training, and wealth management model implementation. He also provides promotional services for 1913 Investments, LLC and is a partner (equity owner) in JJC Capital, LLC, but does not participate in daily responsibilities.
Employment History
Current Registrations
Quantor Capital LLC
Inscription Capital, LLC
Previous Registrations
Quantor Capital, LLC
Citigroup Global Markets INC.
State Registrations1 state
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