Bradesco Global Advisors

Fee-Only (% of Portfolio)

Bradesco Global Advisors (BGA) offers investment advice to individuals and institutions, focusing on clients in Latin America. BGA manages investments through discretionary accounts, tailoring strategies to each client's objectives and risk profile. BGA also provides sub-advisory services to offshore investment funds. BGA's investment activities include various assets and securities across different markets, always aiming for the client's best interest.

Assets Under Management$170M
Clients1,941
Advisors22
Avg. per Client$89K
Avg. per Advisor$7.9M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

Bradesco Global Advisors (BGA) offers a digital advisory program where clients pay a single annual fee based on the amount of their portfolio. The fee includes advisory services, brokerage commissions, and transaction fees. The annual fee is calculated as a percentage of the portfolio's value and decreases as the portfolio size increases:

  • First $100,000: 1.85%
  • $100,000.01 to $250,000: 1.75%
  • $250,000.01 to $500,000: 1.50%
  • $500,000.01 to $1,000,000: 1.25%
  • Over $1,000,000: 1.00%

Advisory fees are not deducted from client accounts with balances below $3,000.00.

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Location

22 Advisors at this firm

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