GV
CFA
GV
CFA

Gonzalo Rodriguez Del Valle

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual 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 2910, 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

Gonzalo works as a CNB Banker, which is not investment-related, dedicating about 10-20% of his time. The firm is under common control with Bci Group (Chile).

Employment History
Current Registrations
Bci Securities, INC.
February 2024 - Present · 2 yrs
Bci Securities, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2022 - January 2023 · 1 yr
J.P. Morgan Securities LLCBroker
November 2021 - January 2023 · 1 yr 2 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gonzalo Rodriguez Del Valle - Financial Advisor | TrueAdvisor