Fernando Monteiro De Barros
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Discretionary Management Fee Schedule
Fee Estimator
EFG charges a quarterly fee based on the average value of assets under management. The fee is calculated on a 360-day year. Fees are negotiable and can vary. Clients may incur additional charges from custodians, brokers, and third-party investment advisers. The firm is reviewing potential discrepancies in fee calculations and crediting overcharged accounts. Consolidated Reporting is provided at a fixed fee, which may be rebated, adjusted, or waived at EFG's discretion.
Areas of Practice
Advisor Information
Office location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsRegulatory History (1)
Employment Separation After Allegations
October 2008Other Business Activities
Fernando is a Registered Investment Advisor Representative with EFG Asset Management (Americas), providing investment advice and services to clients. He is compensated through salaried employment with EFG Capital International Corp.