EA
EA

Eiji Aono

4 Years of Experience
Coral Gables, FL
Broker

Eiji Aono is a registered investment advisor at Bradesco Global Advisors, based in Coral Gables, FL, with 4 years of industry experience. Eiji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,941 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
1,941 clients
Average Client Portfolio
$89K average
Assets Under Management
$172.7M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

Bradesco Global Advisors (BGA) offers a digital advisory program where clients pay a single annual fee based on the amount of their portfolio. The fee includes advisory services, brokerage commissions, and transaction fees. The annual fee is calculated as a percentage of the portfolio's value and decreases as the portfolio size increases:

  • First $100,000: 1.85%
  • $100,000.01 to $250,000: 1.75%
  • $250,000.01 to $500,000: 1.50%
  • $500,000.01 to $1,000,000: 1.25%
  • Over $1,000,000: 1.00%

Advisory fees are not deducted from client accounts with balances below $3,000.00.

Loading...

Location

3011 Ponce De Leon Blvd, Ph-1, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Other Business Activities

Eiji is the Chief Investment Officer at Bradesco Global Advisors since March 2022, dedicating nearly full-time hours to this role. He also serves as a non-executive Director and holds a small equity stake in The Faction Collective, a ski and snowboard company, spending minimal time on this activity.

Employment History
Current Registrations
Bradesco Global Advisors
June 2022 - Present · 3 yrs 10 mos
Bradesco Investments INC.Broker
December 2021 - Present · 4 yrs 4 mos
State Registrations3 states
FLMANY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Eiji Aono - Financial Advisor | TrueAdvisor