Gustavo Green is a registered investment advisor at Bondwire, based in Weston, FL, with 9 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 235 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bondwire charges a percentage of the value of your portfolio for managing your investments. This fee is calculated at the end of each billing period (quarterly) and is based on the value of your account. The annual fee ranges from 0.50% to 2.00%. In addition to the management fee, there is a $100 annual account maintenance/technology fee, billed quarterly.
Location
2645 Executive Park Drive, Suite 402, Weston, FL, 33331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bondwire
State Registrations1 state
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