Fredy Rizo is a registered investment advisor at Bbva Global Wealth Advisors, INC., based in Miami, FL, with 1 years of industry experience. Fredy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 660 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BBVA Global Wealth Advisors charges an annual fee based on the value of your investments. The fee is calculated as a percentage of the average daily balance of your account and billed quarterly.
Non-Discretionary Portfolio Advisory Services:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on amounts between $1,000,001 and $7,500,000
- Up to 0.90% on amounts over $7,500,001
If your account's average daily balance is between $250,001 and $499,999, the fee is 2.00%. There is a $5,000 minimum annual fee for accounts below $250,000.
Discretionary Portfolio Management Advisory Services:
- Up to 2.30% on the first $1,000,000
- Up to 1.80% on amounts between $1,000,001 and $7,500,000
- Up to 1.20% on amounts over $7,500,001
Location
501 Brickell Key Drive, Suite 601, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bbva Global Wealth Advisors, INC.
State Registrations1 state
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