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Christel Mellado

9 Years of Experience
Broker

Christel Mellado is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 9 years of industry experience. Christel 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

Christel is a director at Blupanda LLC, a company that sells baby clothing, since September 2023. She dedicates a few hours per week to this role, outside of business hours, and participates in the distribution of profits.

Employment History
Current Registrations
Bci Securities, INC.
July 2016 - Present · 9 yrs 9 mos
Bci Securities, INC.
March 2016 - Present · 10 yrs 1 mo
Bci Securities, INC.Broker
March 2016 - Present · 10 yrs 1 mo
State Registrations11 states
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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.