Luis Oliveira is a CFA-designated registered investment advisor at Bradesco Global Advisors, based in Coral Gables, FL, with 5 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 1,196 clients with $180M 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 $100K | 1.85% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are calculated monthly in arrears based on average account value. Bradesco Global Advisors may reduce or waive fees in its sole discretion based on various criteria.
Fee Estimator
Location
3011 Ponce De Leon Blvd, Ph-1, Coral Gables, FL, 33134
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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 Activities
Luis works as an Investment Advisor for BTG Pactual Asset Management US, LLC since February 2024. Approximately 10-20% of his time is devoted to this role.
Employment History
Current Registrations
Bradesco Global Advisors
Bradesco Investments INC.Broker
Previous Registrations
Btg Pactual Asset Management US , LLC
Btg Pactual US Capital, LLCBroker
Citigroup Global Markets INC.
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations3 states
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
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