MB
MB

Miguel Bilbao

18 Years of Experience
Coral Gables, FL

Miguel Bilbao is a registered investment advisor at Filon Capital, based in Coral Gables, FL, with 18 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $4.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$854K average
Assets Under Management
$4.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

For qualified clients, Filon Capital also charges a 15.00% performance fee based on capital appreciation. These fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2600 Douglas Road, Suite 800, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Filon Capital
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Jefferies LLCBroker
February 2016 - July 2019 · 3 yrs 5 mos
Goldman, Sachs & CO.Broker
October 2004 - August 2015 · 10 yrs 10 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.
Miguel Bilbao - Financial Advisor | TrueAdvisor