Adolfo Lazaro is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 23 years of industry experience. Adolfo 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
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adolfo is a partner in a microfinance company and a construction software company in Mexico, and an investor in Baztan, LLC, a real estate investment entity. He also owns two rental properties in Mexico and is a passive partner in Emprenta Capital SOFOM S.A. de C.V. and a partner in Emprenta, LLC, dedicating minimal time to most of these activities and a few hours per week to Emprenta, LLC.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
State Registrations1 state
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