BICE Wealth Management LLC

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Client assets under management

$164,479,827

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,530,459

About

Bice Wealth Management provides fee-based investment advisory and consulting services primarily to high‑net‑worth individuals and select institutional clients, with a noted concentration of non‑U.S. residents from Latin America. The firm offers portfolio management (both discretionary and non‑discretionary arrangements in its agreements) and financial consulting, and reports its assets under management as entirely non‑discretionary.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation while using a broad set of instruments — including individual equities, fixed income, mutual funds, ETFs, alternative funds, private placements, options and multiple currencies — to build portfolios tailored to client objectives and risk tolerances. Accounts are monitored on a continuous basis with formal reviews typically at least annually, and positions may be traded on shorter time horizons for rebalancing or client cash needs.

Distinctive features include formal affiliations with a Chilean banking institution and a broker‑dealer and ownership ties to a related corporate entity, along with a client base that is predominantly non‑U.S., which is uncommon among similarly supported firms. The firm discloses these outside business activities and monitors potential conflicts through its compliance program and Code of Ethics; it also notes the practical detail that its reported AUM is non‑discretionary despite offering discretionary authority in client agreements.

Client services

Portfolio management Consulting services

Expertise

Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner

Demographic focus

Expats

Fee options

Fixed

Fixed fee arrangements based on estimated hours at negotiated hourly rate

Percentage

$0 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,000+: 0.75%

Project-based

Up to $500 per hour

Main office location

BICE Wealth Management LLC

1000 Brickell Ave, Suite 500

Miami FL 33131, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

786-266-4597

Advisors at this firm

Luis Felipe L

CFA®

Miami, FL

BICE Wealth Management LLC

Luis Felipe Laborde Pizarro is a CFA® charterholder with three years of experience in the financial advisory industry. He has held leadership roles in wealth management at Banco Bice and Bice Inversiones Corredores de Bolsa S.A. since 2014 and 2021, respectively, and currently advises clients through BICE Wealth Management LLC. Outside of advisory work, he manages TCMG Investments LLC, a holding company. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services primarily to high-net-worth individuals, institutions, and other entities, with a significant client base of non-U.S. residents concentrated in Latin America. The firm’s investment approach is based on fundamental analysis with a long-term orientation and offers customized portfolio construction using a variety of investment products.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Expats

Andres W

Series 63, Series 65

Miami, FL

BICE Wealth Management LLC

Andres Wielandt Labbe is a financial advisor at BICE Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities and Itau International Securities Inc. among other firms. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services primarily to high-net-worth individuals and institutions, with a significant portion of its clients located in Latin America. The firm emphasizes fundamental analysis and long-term investment strategies, offering customized portfolio management and consulting services tailored to client objectives and risk profiles.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Expats

Luis S

Series 65

Miami, FL

BICE Wealth Management LLC

Luis Sepulveda is a financial advisor at BICE Wealth Management LLC with over one year of industry experience. He holds a Series 65 designation and has worked at Banco BICE since 2008, where he manages wealth management clients and financial advisors. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services to high-net-worth individuals, institutions, and other entities, with a significant focus on non-U.S. residents in Latin America. The firm employs a fundamental analysis approach with a long-term orientation and offers customized portfolio management and consulting services.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Expats

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