Yailing Collazo
Yailing Collazo is a registered investment advisor at Bgv Financial Advisors, based in Miami, FL, with 9 years of industry experience. Yailing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGV Financial Advisors USA typically charges an annual management fee for advisory services, between 0.40% and 2% of the value of your portfolio. All fees are negotiable. If your account uses a sub-advisor, you will not pay a separate fee to the sub-advisor.
Location
201 S. Biscayne Blvd, Suite 1130, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business Activities
Yailing is a licensed real estate agent with GLS Real Estate, dedicating minimal time. She also serves as a compliance officer at BGV Financial Advisors, an affiliated advisory firm.
Employment History
Current Registrations
Bgv Financial Advisors
Bgv Securities
Bgv SecuritiesBroker
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Bulltick Securities, LLCBroker
Bulltick, LLCBroker
State Registrations1 state
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.