Bulltick Wealth Management provides discretionary and non-discretionary investment management, financial planning, and real estate advisory services to high-net-worth individuals, trusts, family offices, and corporations. Bulltick Wealth Management builds customized portfolios across asset classes including stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. Clients can choose from proprietary model portfolios managed internally or select external managers. Additionally, Bulltick Wealth Management offers real estate advisory services, portfolio reporting, and private fund management. The firm operates as part of a financial services group with affiliated broker-dealers and insurance agencies, which introduces various operational relationships and potential conflicts of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiated on an individual client basis and typically range between 0.50% and 1.75% of assets under management annually depending on account size and service complexity.