Joseph Nader
Joseph Nader is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 19 years of industry experience. Joseph 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2004Other Business Activities
Joseph is the Chair of the Board of Directors for Nicklaus Children's Health System, spending a few hours per week on this activity. He also owns rental property and is a co-managing member of Poulin Party LLC, each requiring minimal time, and works as a CNB Banker, taking about 10-20% of Joseph's time.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLCBroker
Calamos Financial Services LLCBroker
Calamos Wealth Management LLC
Wescott Financial Advisory Group LLC
Activa Capital Markets, INC.Broker
Zenith Capital Investment Advisors, LLC
International Capital Markets, INC.Broker
E.S. Financial Services, INC.Broker
J.P. Morgan Securities INC.Broker
Prudential Securities 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.