Miguel Hervella
Miguel Hervella is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 9 years of industry experience. Miguel 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
Get directionsHistory
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 ActivitiesSells Insurance
Miguel is a member of Olava Holdings LLC, a real estate investment vehicle, and spends minimal time on it. He also has interests in Comparato Lending LLC and EKIS, LLC, both personal investment vehicles for real estate, and is a life insurance agent with Bulltick Insurance Agency LLC, spending a few hours per week on this.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
Previous Registrations
Investment Placement GroupBroker
Crosswell Advisors, LLC
Mei New York, INCBroker
State Registrations3 states
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.