AR

Andre Filipe Da Silva Reid

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Vectorglobal Iag, INC.
May 2023 - Present · 2 yrs 8 mos
Vectorglobal WmgBroker
March 2023 - Present · 2 yrs 10 mos
Vectorglobal Wmg
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bulltick, LLCBroker
September 2015 - April 2023 · 7 yrs 7 mos
Bulltick Wealth Management, LLC
December 2013 - April 2023 · 9 yrs 4 mos
Bulltick Wealth Management, LLC
December 2013 - December 2015 · 2 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.