LS
CFA
LS
CFA

Luis Salcedo

4 Years of Experience
Miami, FL
Broker

Luis Salcedo is a CFA-designated registered investment advisor at Bci Securities, INC., based in Miami, FL, with 4 years of industry experience. Luis 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

Luis is the Vice President of KBO Corp, a financial and strategic planning consulting company, since 2018. His spouse handles the day-to-day operations, and Luis devotes no time to this business.

Employment History
Current Registrations
Bci Securities, INC.
May 2024 - Present · 2 yrs 4 mos
Bci Securities, INC.Broker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.Broker
December 2022 - May 2023 · 5 mos
Amerant Investments, INC.Broker
July 2022 - December 2022 · 5 mos
Pruco Securities, LLC.Broker
January 2015 - June 2015 · 5 mos
State Registrations1 state
FL
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.