Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts are negotiated and typically range between 0.50% and 1.75% of AUM annually, depending on account size and service complexity. Fees are charged monthly or quarterly in arrears. Financial planning fees range from $2,500 to $10,000, but may vary. BWM may charge for recommending and coordinating third-party services. A minimum annual charge of $2,500.00 applies to securities accounts without a direct auto feed from the custodian for Wealth Data Management Services.
Areas of Practice
Advisor Information
Office location
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
Get directionsRegulatory 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
Adolfo is a partner in a microfinance company and a construction software company in Mexico, and an investor in Baztan, LLC, a real estate investment entity. He also owns two rental properties in Mexico and is a passive partner in Emprenta Capital SOFOM S.A. de C.V. and a partner in Emprenta, LLC, dedicating minimal time to most of these activities and a few hours per week to Emprenta, LLC.