DD
DD

Denise Jacqueline Desaulniers

23 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Bci Securities, INC.
October 2019 - Present · 6 yrs 4 mos
Bci Securities, INC.
October 2019 - Present · 6 yrs 4 mos
Bci Securities, INC.Broker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Bulltick Wealth Management, LLC
August 2018 - October 2019 · 1 yr 2 mos
Bulltick, LLCBroker
February 2018 - October 2019 · 1 yr 8 mos
Santander Securities LLCBroker
March 2004 - February 2018 · 13 yrs 11 mos
Coutts Securities INC.Broker
October 2002 - April 2004 · 1 yr 6 mos
State Registrations8 states
CACTDCDEFLMANJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.