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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Maria Herrera de von der goltz is an Investment Advisor Representative at Bulltick Wealth Management, LLC. Rita Maria Herrera de von der goltz has been in the industry since August 2019. Rita Maria Herrera de von der goltz is registered in Florida. Bulltick Wealth Management, LLC is a Registered Investment Advisor firm located in Miami, Florida. The firm provides financial planning, portfolio management services, and investment consulting to individuals, high net worth individuals, corporations, pooled investment vehicles, and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
06/06/2022 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
IA
Issued 06/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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