Mauricio Cunha is a registered investment advisor at Bradesco Global Advisors, based in Coral Gables, FL, with 18 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,941 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradesco Global Advisors (BGA) offers a digital advisory program where clients pay a single annual fee based on the amount of their portfolio. The fee includes advisory services, brokerage commissions, and transaction fees. The annual fee is calculated as a percentage of the portfolio's value and decreases as the portfolio size increases:
- First $100,000: 1.85%
- $100,000.01 to $250,000: 1.75%
- $250,000.01 to $500,000: 1.50%
- $500,000.01 to $1,000,000: 1.25%
- Over $1,000,000: 1.00%
Advisory fees are not deducted from client accounts with balances below $3,000.00.
Location
3011 Ponce De Leon Blvd, Ph-1, Coral Gables, FL, 33134
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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.
Learn about disclosures →Other Business Activities
Mauricio works as an Investment Solutions Officer for Bradesco Global Advisors since March 2022. He dedicates a few hours per week to this role, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Bradesco Global Advisors
Bradesco Investments INC.Broker
Previous Registrations
Astron Wealth Management, LLC
Xp Securities, LLCBroker
Itau International Securities INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations1 state
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.