Luis Sepulveda is a registered investment advisor at Bice Wealth Management LLC, based in Miami, FL, with 1 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 61 clients with $150M 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 | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable for clients with over $5,000,000 in assets under management.
Fee Estimator
Location
1000 Brickell Ave, Suite 500, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Luis works as a Wealth Manager for Banco BICE since 2008, spending about half his time on wealth management clients and financial advisors. This activity is investment-related.
Employment History
Current Registrations
Bice Wealth Management LLC
State Registrations1 state
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