Carlos Padilla is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 20 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
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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Carlos owns Nival Holding, LLC (a restaurant) and Mr. Specialties, LLC (import and sale of fresh produce), dedicating a few hours per week and about 10-20% of his time respectively to consulting duties. He also provides personal loans for home remodeling/sales, spending minimal time on this activity.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLCBroker
Previous Registrations
Bulltick Wealth Management, LLC
Vectorglobal Iag, INC.
Vectorglobal Iag, INC.
Vectorglobal WmgBroker
Citicorp Financial Services CorporationBroker
State Registrations5 states
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