Matteo Hernandez-Sada
Matteo Hernandez-Sada is a registered investment advisor at Bbva Global Wealth Advisors, INC., based in Miami, FL, with 16 years of industry experience. Matteo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 660 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BBVA Global Wealth Advisors charges an annual fee based on the value of your investments. The fee is calculated as a percentage of the average daily balance of your account and billed quarterly.
Non-Discretionary Portfolio Advisory Services:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on amounts between $1,000,001 and $7,500,000
- Up to 0.90% on amounts over $7,500,001
If your account's average daily balance is between $250,001 and $499,999, the fee is 2.00%. There is a $5,000 minimum annual fee for accounts below $250,000.
Discretionary Portfolio Management Advisory Services:
- Up to 2.30% on the first $1,000,000
- Up to 1.80% on amounts between $1,000,001 and $7,500,000
- Up to 1.20% on amounts over $7,500,001
Location
501 Brickell Key Drive, Suite 601, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2022Other Business Activities
Matteo is a member of Team Matteo LLC, a media and photography business, since 2020. He spends minimal time on this activity during trading hours and a few hours per week outside of trading hours.
Employment History
Current Registrations
Bbva Global Wealth Advisors, INC.
Previous Registrations
Alterna Wealth Management, INC.
Alterna Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
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.