BICE Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee arrangements based on estimated hours at negotiated hourly rate
$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%
Up to $500 per hour
Main office
1000 Brickell Ave, Suite 500
Miami FL 33131
Advisors at this office
3
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Andres W
Series 63, Series 65
Miami, FL
BICE Wealth Management LLC
Andres Wielandt Labbe is a financial advisor with BICE Wealth Management LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His career includes roles at BCI Securities, Itau International Securities Inc., Itau Europa Securities Inc., Banco Itau Europa International, and Citigroup Global Markets. BICE Wealth Management provides fee-based investment advisory and consulting services primarily to high-net-worth individuals and select institutional clients, with a focus on non-U.S. residents from Latin America. The firm uses a fundamental, long-term investment approach across a broad range of instruments and offers both discretionary and non-discretionary portfolio management tailored to client goals.
Luis S
Series 65
Miami, FL
BICE Wealth Management LLC
Luis Sepulveda is a financial advisor at BICE Wealth Management LLC with a Series 65 designation and two years of industry experience. He has worked at Banco BICE since 2008, managing wealth clients and financial advisors. BICE Wealth Management provides fee-based investment advisory and consulting services primarily to high-net-worth individuals and select institutional clients, with a concentration of non-U.S. residents from Latin America. The firm uses a fundamental analysis-driven, long-term investment approach across a broad range of instruments to build tailored portfolios.
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