Henrique Pinheiro
Henrique Pinheiro is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 26 years of industry experience. Henrique is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B 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 | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
1441 Brickell Avenue, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2016Other Business Activities
Henrique is an Investment Advisor Representative of Bolton Global Asset Management, spending a few hours per week on fee-based asset management services. He also owns Pinheiro Advisors, Inc., an s-corp created to receive payments, spending minimal time on this activity.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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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