Advisor at Bulltick Wealth Management, LLC
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Firm
Bulltick Wealth Management, LLC
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
4 years
Lucia Watson Lira is a financial advisor at Bulltick Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Credit Suisse Mexico and Universidad Anahuac Mexico. 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 macroeconomic analysis with fundamental and technical security research, offering portfolio management, 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 Wealth Management LLC
2021 - Present (5 years)
Credit Suisse Mexico
2019 - 2021 (2 years)
Credit Suisse Mexico
2018 - 2019 (1 year)
Universidad Anahuac Mexico
2014 - 2018 (4 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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
They provide legal services, typically billed separately.
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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