Advisor at Bulltick Wealth Management, LLC
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Firm
Bulltick Wealth Management, LLC
Location
Miami, FL 33131
Credentials
CFA®, Series 63
Industry experience
9 years
Gregan Anderson is a CFA® charterholder with nine years of industry experience. He has worked at Bulltick Wealth Management, LLC since 2016 and previously was with BMI Research from 2013 to 2016. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting 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
Bulltick LLC
2016 - Present (10 years)
BMI Research
2013 - 2016 (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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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