Lucas Goncalves is a registered investment advisor at Bradesco Global Advisors, based in Coral Gables, FL, with 2 years of industry experience. Lucas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3011 Ponce De Leon Blvd, Ph-1, Coral Gables, FL, 33134
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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.
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Lucas works as a real estate agent for Miami Realty Solutions since 2020. He also works as an investment counselor and advisor for Bradesco Bank and Bradesco Global Advisor, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Bradesco Global Advisors
Bradesco Investments INC.Broker
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
State Registrations5 states
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