Gregan Anderson is a CFA-designated registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 9 years of industry experience. Gregan 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
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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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Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLCBroker
State Registrations1 state
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