Itau International Securities INC.
Assets Under Management
$56.6M
Number of Clients
27
Number of Advisors
14
Average Client AUM
$2.1M
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)
About This Firm
Itaú International Securities Inc. offers Family Office Services to high net worth individuals and families, providing integrated solutions for asset protection, cost control, financial education, and philanthropy. They also offer Investment Management Services, providing continuous advice based on individual client needs. The firm manages accounts on a non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
All fees are negotiable.
Fee Estimator
Fees for Family Office Services and Family Wealth Consultation are based on a percentage of assets under management, generally ranging between 0.25% and 1.00%, and are negotiable. Performance-based fees can also be negotiated, based on a percentage of assets under management (0.25%-0.50% annually) plus 10% of net return over 3 month LIBOR. Investment Management Services fees are negotiated individually and can vary based on factors like account size and service level. Fees are billed monthly or quarterly in arrears. The firm requires a minimum investment of $1,000,000 to participate in the All-In Fee program.
Areas of Practice
Location
200 S. Biscayne Blvd, Suite 2200, Miami, FL, 33131