Carlos Mena is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 32 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 253 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWM's fees for managed accounts are negotiated and typically range from 0.50% to 1.75% of the value of your portfolio annually, depending on the size of the account and the complexity of the service. Fees are charged monthly or quarterly. BWM may negotiate lower fees. External managers charge their own fees, which are not included in BWM's fees.
Location
Miami, FL
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Regulatory History
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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Carlos works as an Investment Adviser Representative with Intercam Advisors, Inc. since March 2020, dedicating about a quarter of his time to this affiliated, investment-related business.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
Previous Registrations
Intercam Advisors, INC.
Intercam Securities, INC.Broker
Banorte-Ixe Securities International, LTD.Broker
Vectormex IncorporatedBroker
Vectormex IncorporatedBroker
Bancomer Securities International INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.