Daniel Trejo is a CFA-designated registered investment advisor at Bbva Global Wealth Advisors, INC., based in Miami, FL, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 792 clients with $1.4B 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 $1.0M | 2.30% |
| $1.0M - $7.5M | 1.80% |
| $7.5M+ | 1.20% |
Rates shown are for discretionary accounts. Non-discretionary accounts charge up to 2.00% for the first tier, up to 1.50% for the second tier, and up to 0.90% for amounts over $7,500,000. Non-discretionary accounts below $500,000 are charged an annual fee of 2.00%.
Fee Estimator
Location
501 Brickell Key Drive, Suite 601, Miami, FL, 33131
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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 →Employment History
Current Registrations
Bbva Global Wealth Advisors, INC.
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations1 state
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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