Bulltick Wealth Management (BWM) offers investment advice to high-net-worth individuals, trusts, family offices, and corporations through managed accounts. BWM provides both discretionary and non-discretionary investment management services tailored to each client's financial goals and risk tolerance. BWM may recommend external managers. BWM also manages private funds. BWM may also provide financial planning, retirement planning, real estate planning, and trust services through third parties.
Fee Structure
BWM's fees for managed accounts are negotiated and typically range from 0.50% to 1.75% of the value of your portfolio annually, depending on the size of the account and the complexity of the service. Fees are charged monthly or quarterly. BWM may negotiate lower fees. External managers charge their own fees, which are not included in BWM's fees.