Bulltick Wealth Management, LLC

CRD#141588
Investment Advisor Firm

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Overview

Bulltick Wealth Management, LLC is located at 333 SE 2nd Ave, Miami, FL. The firm employs 20 financial advisors to manage client portfolios and provide financial guidance. Bulltick Wealth Management, LLC is not a registered broker-dealer.

Bulltick Wealth Management, LLC oversees $2.6 billion in assets under management across 348 accounts, of which 242 are discretionary and 106 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Bulltick Wealth Management, LLC includes asset-based, fixed, and performance-based fees. The firm has 152 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.

Bulltick Wealth Management, LLC is registered in the states of Florida and Texas.

Assets Under Management

$2.6 billion

Number of Advisors

20

Disclosures

No

Office Location

333 Se 2Nd Ave
Miami, FL 33131

Bulltick Wealth Management, LLC by the Numbers

Total Assets Under Management

$2.6 billion

National Average: $8.6 billion
Total Number of Employees

41

National Average: 64
Total Number of Accounts

348

National Average: 375,227
Average Account Size

$7.4 million

National Average: $23.0 thousand
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Products and Services

Bulltick Wealth Management, LLC provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. However, Bulltick Wealth Management, LLC did not provide any of its clients with financial planning services in the previous financial year. It is not involved in selling products or offering services apart from investment advisory services to its investment advisory clients.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Bulltick Wealth Management, LLC likely include any combination of the following fee structures: asset-based, fixed, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Bulltick Wealth Management, LLC.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with retail investors, high net worth investors, pooled investment vehicles, and corporations. Out of its 4 clients, Bulltick Wealth Management, LLC's biggest client type by number of accounts is high net worth investors, although it also manages money for 152 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

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  • High-Net-Worth Individuals* - 67.56%
  • Other Individuals - 24.89%
  • Corporations - 7.56%
  • 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

Bulltick Wealth Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Bulltick Wealth Management, LLC

Javier Martin-Riva
Miami, FL
Gabriel Elorduy
Conroe, TX
Jose Rivas Morales
Miami, FL
Gregan Anderson
Miami, FL
Lucia Watson Lira
Miami, FL

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.