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The fee is billed in arrears and is negotiable.","source":"BULLTICK WEALTH MANAGEMENT, LLC, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bulltick Wealth Management use?","answer":"Bulltick Wealth Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.35B and J.P. Morgan Securities LLC (New York, NY), with $385M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bulltick Wealth Management have?","answer":"Bulltick Wealth Management has 25 investment adviser representatives registered with state securities authorities, out of 62 employees, and 21 perform investment advisory functions. 37 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bulltick Wealth Management invest in?","answer":"At the end of its last fiscal year, Bulltick Wealth Management’s separately managed accounts held 79% exchange-traded equities, 7% cash and equivalents, 5% U.S. government and agency bonds, 3% high-yield corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds. 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