Gabriel Elorduy
Gabriel Elorduy is a registered investment advisor at Bulltick Wealth Management, LLC, based in Shenamdoah, TX, with 26 years of industry experience. Gabriel 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
150 Pine Forest Drive, Suite 401, Shenamdoah, TX, 77384
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Regulatory History (3)
Employment Separation After Allegations
February 2014Customer Dispute
January 2014Customer Dispute
September 2013Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLCBroker
Previous Registrations
Investment Placement GroupBroker
Crosswell Advisors, LLC
Global Investor Services, L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gamma Capital Securities, INCBroker
State Registrations6 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.