Bradesco Global Advisors
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Overview
Bradesco Global Advisors operates as an advisory firm that has its headquarters in Miami, Florida. The company has $200.1 million in total assets across 562 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small group, including 6 financial advisors. Bradesco Global Advisors is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as options, bonds and equities.
Bradesco Global Advisors administers the majority of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring client consent. The firm also administers two non-discretionary accounts with a total of $193.2 million in assets. The advisory firm supervises roughly $356,014 in assets for every account. An average advisor at Bradesco Global Advisors administers around 94 client accounts.
Bradesco Global Advisors's central office is at 3011 Ponce De Leon Blvd, Miami, Florida 33134. The firm is allowed to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bradesco Global Advisors by the Numbers
$200.1 million
13
562
$356.0 thousand
Fee Structure
Fees for financial advice are based on which service is provided. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Bradesco Global Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bradesco Global Advisors provides services to retail investors and pooled investment vehicles. Out of its 562 clients, Bradesco Global Advisors's largest client by number of accounts is retail investors. Around 100% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.64%
- Corporations - 0.36%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bradesco Global Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bradesco Global Advisors
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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