Bilay Ozgun is a registered investment advisor at 1818 Private Client Group, LLC, based in Aventura, FL, with 3 years of industry experience. Bilay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $120M 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 $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
2980 NE 207th St, Suite 809, Aventura, FL, 33180
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 Activities
Bilay maintains an active real estate sales associate license, but is not actively involved in transactions. Bilay also works as an investment advisor for Miura Investment Advisor, Inc., dedicating a full-time commitment to this role.
Employment History
Current Registrations
1818 Private Client Group, LLC
Previous Registrations
Miura Investment Advisors, INC
Miura Capital, LLCBroker
Idb Capital CORP.Broker
Valley Financial Management, INC.Broker
State Registrations1 state
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.