A complete list of active advisors currently associated with BICE Wealth Management LLC

Warmer can help you find a great advisor at BICE Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BICE Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.