Bulltick Wealth Management, LLC
Assets Under Management
$1.7B
Number of Clients
253
Number of Advisors
21
Average Client AUM
$6.6M
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bulltick Wealth Management provides investment advisory services through discretionary and non-discretionary managed accounts and private pooled investment vehicles. They construct customized investment portfolios across various asset classes, including equities, debt securities, ETFs, mutual funds, options, and alternative investments. BWM also offers financial planning and consulting services.
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
Location
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131