Adolfo Lazaro is a registered investment advisor at Bulltick Wealth Management, LLC, based in Miami, FL, with 23 years of industry experience. Adolfo 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
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
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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.
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Adolfo is a partner in a microfinance company and a construction software company in Mexico, and an investor in Baztan, LLC, a real estate investment entity. He also owns two rental properties in Mexico and is a passive partner in Emprenta Capital SOFOM S.A. de C.V. and a partner in Emprenta, LLC, dedicating minimal time to most of these activities and a few hours per week to Emprenta, LLC.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
State Registrations1 state
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Exams
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