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
Carlos owns Nival Holding, LLC (a restaurant) and Mr. Specialties, LLC (import and sale of fresh produce), dedicating a few hours per week and about 10-20% of his time respectively to consulting duties. He also provides personal loans for home remodeling/sales, spending minimal time on this activity.