BP
BP

Bibiana Patino

15 Years of Experience
Miami Shores, FL
Broker

Bibiana Patino is a registered investment advisor at Bci Securities, INC., based in Miami Shores, FL, with 15 years of industry experience. Bibiana 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. Their firm serves 448 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
448 clients
Average Client Portfolio
$898K average
Assets Under Management
$402.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.

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

Miami Shores, FL

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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 7 mos
Bci Securities, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Bci Securities, INC.
September 2017 - Present · 9 yrs 1 mo
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.