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Santiago Maggi

13 Years of Experience
Miami, FL

Santiago Maggi is a registered investment advisor at Bcp Advisors LLC, based in Miami, FL, with 13 years of industry experience. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,061 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
4,061 clients
Average Client Portfolio
$72K average
Assets Under Management
$291.7M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)

BCP Advisors charges an annual fee based on the value of your investments. The fee is calculated differently depending on whether you have a cash or margin account at Interactive Brokers. The fees are tiered as follows:

  • Up to $100,000: up to 1.85% per year
  • $100,001 to $500,000: up to 1.65% per year
  • $500,001 to $1,000,000: up to 1.25% per year
  • Over $1,000,001: up to 1.10% per year

These fees are negotiable.

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Location

175 S.W. 7th Street, Suite 2310, Miami, FL, 33130

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Santiago is a member of Dvdendo, LLC, an investment-related company, and the owner of Maggi Asset Management, LLC, an inactive LLC for personal investments. He devotes no time and has no responsibilities in either entity.

Employment History
Current Registrations
Bcp Advisors LLC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Bcp Advisors LLC
July 2017 - May 2018 · 10 mos
Dvdendo, LLC
June 2015 - March 2017 · 1 yr 9 mos
Latmark Asset Management, LLC
August 2011 - April 2015 · 3 yrs 8 mos
Latmark Asset Management, LLC
August 2011 - December 2013 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.