Pedro Gomez
Pedro Gomez is a CFP-designated registered investment advisor at Brickell Financial Group LLC, based in Miami, FL, with 14 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Financial Planning & Coaching, and 6 more. Their firm serves 36 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.60% |
There is a 0.60% fee for annuities. There is also a separate fee schedule for fixed income only accounts.
Fee Estimator
Location
1110 Brickell Avenue, Suite 430, Miami, FL, 33131
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Pedro is the author and content creator of a blog, www.globalfinancialplan.com, and dedicates a few hours per week to it. He is also a licensed insurance agent since 2016, providing life insurance and fixed annuities, and spends minimal time on this.
Employment History
Current Registrations
Brickell Financial Group LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Euro Pacific Capital, INC.
Euro Pacific Capital, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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