Henry Bello is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 11 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Location
1450 Brickell Avenue, Suite 2850, 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
Henry is involved with client account management at Banco de Credito e Inversiones, Miami Branch since March 2019. This takes about a quarter of his time, including a few hours per week during securities trading hours.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
Mora Wealth Management LLC
Mora Wm SecuritiesBroker
Ifs SecuritiesBroker
Aegis Capital CORP.Broker
State Registrations14 states
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