BP
BP

Bibiana Patino

15 Years of Experience
Broker

Bibiana Patino is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 15 years of industry experience. Bibiana 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

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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.

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Other Business Activities

Bibiana is an AVP Relationship Manager at BCI Miami, dedicating nearly full-time to this role. She is also a shareholder in PATFAM LLC and a managing member of PERPAT Investments LLC and PERPAT LLC, all related to real estate investments, with PERPAT Investments taking about half her weekend time.

Employment History
Current Registrations
Bci Securities, INC.
March 2022 - Present · 4 yrs 1 mo
Bci Securities, INC.Broker
September 2017 - Present · 8 yrs 7 mos
Bci Securities, INC.
September 2017 - Present · 8 yrs 7 mos
Previous Registrations
Itau International Securities INC.Broker
September 2008 - October 2015 · 7 yrs 1 mo
Brookstreet Securities CorporationBroker
June 2007 - July 2007 · 1 mo
State Registrations3 states
DEFLNY
AdvisorBrokerBoth

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.