Alejandro Garcia is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 18 years of industry experience. Alejandro 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.
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
Alejandro works as an Investment Adviser Representative with Intercam Advisors, Inc., an affiliated investment-related business in Miami, Florida. This activity takes about a quarter of Alejandro's time.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
Previous Registrations
Intercam Advisors, INC.
Intercam Securities, INC.Broker
Banorte Asset Management, INC.
Banorte Asset Management INC
Banorte-Ixe Securities International, LTD.Broker
Sg Americas Securities, LLCBroker
State Registrations5 states
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