Advisor at Fiducia Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiducia Wealth Management
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
21 years
Juan Salazar is a financial advisor at Fiducia Wealth Management in Pasadena, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 10 years. Salazar also owns an insurance agency offering life, health, disability, long-term care, fixed annuities, and property and casualty insurance. Fiducia Wealth Management serves individual investors, high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm combines Modern Portfolio Theory and fundamental analysis to build diversified portfolios and employs options strategies in some accounts.
Based on Fiducia Wealth Management
Financial planning flat fees ranging from $2,500 to $10,000
$0 - $49,999: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $1,499,999: 1.00% $1,500,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $7,499,999: 0.65% $7,500,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Insurance product commissions from sales by Mr. Salazar
Standard rate of $350 per hour for financial planning
Fee-only: Financial planning fees: $350/hour or $2,500 to $10,000 flat fee
150 S. Los Robles Ave, Suite 468
Pasadena, CA 91101
California
Fiducia Wealth Management
2020 - Present (6 years)
LPL Financial
2010 - 2020 (10 years)
Fiducia Insurance and Financial Services
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
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Series 65
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Series 63
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Haleakala Investment Advisors
Series 65
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Qubera Wealth Management
CFP®, Series 63, Series 65
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HFM Advisors
Series 63, Series 65
Studio City, CA
Goldfarb Financial Management, LLC
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