IF
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Ignacio Fresno

3 Years of Experience
Miami, FL

Ignacio Fresno is a registered investment advisor at Bcp Advisors LLC, based in Miami, FL, with 3 years of industry experience. Ignacio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,061 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
4,061 clients
Average Client Portfolio
$72K average
Assets Under Management
$291.7M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)

BCP Advisors charges an annual fee based on the value of your investments. The fee is calculated differently depending on whether you have a cash or margin account at Interactive Brokers. The fees are tiered as follows:

  • Up to $100,000: up to 1.85% per year
  • $100,001 to $500,000: up to 1.65% per year
  • $500,001 to $1,000,000: up to 1.25% per year
  • Over $1,000,001: up to 1.10% per year

These fees are negotiable.

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Location

175 S.W. 7th Street, Suite 2310, Miami, FL, 33130

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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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Employment History
Current Registrations
Bcp Advisors LLC
May 2022 - Present · 4 yrs
State Registrations1 state
FL
Advisor

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.