Carlos Mena is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 32 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 315 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiated on an individual client basis and typically range between 0.50% and 1.75% of assets under management annually depending on account size and service complexity.
Fee Estimator
Location
Miami, FL
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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.
Learn about disclosures →Other Business Activities
Carlos works as an Investment Adviser Representative with Intercam Advisors, Inc. since March 2020, dedicating about a quarter of his time to this affiliated, investment-related business.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
Previous Registrations
Intercam Advisors, INC.
Intercam Securities, INC.Broker
Banorte-Ixe Securities International, LTD.Broker
Vectormex IncorporatedBroker
Vectormex IncorporatedBroker
Bancomer Securities International INC.Broker
State Registrations4 states
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
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