Advisor at Bulltick Wealth Management, LLC
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Firm
Bulltick Wealth Management, LLC
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
27 years
Gabriel Elorduy is a financial advisor with Bulltick Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Investment Placement Group and Crosswell Advisors, before joining Bulltick Wealth Management in 2018. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up security analysis, offering proprietary model portfolios and a range of portfolio management and financial planning services.
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
$2,500 to $10,000 for financial planning services (negotiable, varies by complexity)
0.50% to 1.75% annually (negotiable, varies by account size and service complexity)
15% performance fee on excess total return for Tactical Opportunities Strategy; carried interest on certain Funds (General Partner receives 20% to 30% of profits above preferred return)
Account minimum: $500,000
333 Se 2 Nd Ave, Suite 3950
Miami, FL 33131
Florida · Texas
Bulltick Wealth Management LLC
2018 - Present (8 years)
Bulltick LLC
2018 - Present (8 years)
Investment Placement Group
2017 - Present (9 years)
Crosswell Advisors, Llc
2014 - 2018 (4 years)
Global Investor Services, L.C.
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
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