Humberto Carrillo is a CFA-designated registered investment advisor at Bbva Global Wealth Advisors, INC., based in Miami, FL, with 1 years of industry experience. Humberto 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.
State Registrations2 states
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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