FP
FP

Felipe Betancur Patino

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bci Securities, INC.
November 2021 - Present · 4 yrs 3 mos
Bci Securities, INC.Broker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Morgan Stanley
September 2018 - December 2021 · 3 yrs 3 mos
Morgan StanleyBroker
September 2018 - December 2021 · 3 yrs 3 mos
State Registrations5 states
CADEFLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.