Clotilde Levi is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 20 years of industry experience. Clotilde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Location
2855 S. Le Jeune Road, 1st. Floor, 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.
Learn about disclosures →Other Business Activities
Clotilde is a broker/owner at Levco Real Estate Group, spending minimal time on this. She also works full-time as a Wealth Management Compliance Officer at City National Bank, and has ownership or part ownership in several real estate investment LLCs.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Premier Capital Advisors LLC
Insigneo Securities, LLCBroker
Cgis Advisors LLC
Cgis Securities LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Global Investor Services, L.C.Broker
Banif Securities INCBroker
Vfinance Investments, INCBroker
Dresdner Lateinamerika Financial Advisors LLCBroker
AXA Advisors, LLCBroker
Gkn Securities CORP.Broker
State Registrations23 states
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