Miguel Hervella
Miguel Hervella is a registered investment advisor at Bulltick Wealth Management, LLC, based in Shenendoah, TX, with 9 years of industry experience. Miguel 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, Real Estate Investing, and 1 more. Their firm serves 315 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiated on an individual client basis and typically range between 0.50% and 1.75% of assets under management annually depending on account size and service complexity.
Fee Estimator
Location
150 Pine Forest Drive, Suite 401, Shenendoah, TX, 77384
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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
Miguel is a member of Olava Holdings LLC, a real estate investment vehicle, and spends minimal time on it. He also has interests in Comparato Lending LLC and EKIS, LLC, both personal investment vehicles for real estate, and is a life insurance agent with Bulltick Insurance Agency LLC, spending a few hours per week on this.
Employment History
Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
Previous Registrations
Investment Placement GroupBroker
Crosswell Advisors, LLC
Mei New York, INCBroker
State Registrations3 states
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