Tatiana Cuellar is a registered investment advisor at Bulltick Wealth Management, LLC, based in Cdmx, with 3 years of industry experience. Tatiana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 253 clients with $1.7B in assets under management.
Compensation
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Fee Structure
BWM's fees for managed accounts are negotiated and typically range from 0.50% to 1.75% of the value of your portfolio annually, depending on the size of the account and the complexity of the service. Fees are charged monthly or quarterly. BWM may negotiate lower fees. External managers charge their own fees, which are not included in BWM's fees.
Location
Cdmx
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bulltick Wealth Management, LLC
Bulltick, LLC
Bulltick, LLCBroker
State Registrations2 states
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