Efg Asset Management (americas) CORP.
Assets Under Management
$1.9B
Number of Clients
438
Number of Advisors
43
Average Client AUM
$4.4M
AUM per Advisor
$44.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EFG Asset Management (Americas) Corp. offers discretionary and non-discretionary investment advisory services to primarily non-US individuals, corporations, and other business entities. Services include discretionary management with portfolio managers and a Unified Managed Account Program. Non-discretionary service, Advisory Active, requires client authorization for each transaction. Consolidated Wealth Reporting is also available for a fixed fee.
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% |
All fees are negotiable and can vary from the fee schedules described.
Fee Estimator
EFG charges a management fee or advisory fee based on the value of assets in your account, calculated quarterly. The fee is debited from your account within 30 days after the end of the calendar quarter. Fees are negotiable and can vary. Clients may incur additional charges from custodians, brokers, and third parties. Consolidated Reporting is provided at a fixed fee. Discretionary management fees are higher than non-discretionary advisory fees. The minimum relationship size for discretionary strategies is generally $250,000, and $1,000,000 for non-discretionary strategies.
Areas of Practice
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131