Xp Advisory Us, INC.
Assets Under Management
$1.6B
Number of Clients
386
Number of Advisors
24
Average Client AUM
$4.1M
AUM per Advisor
$65.2M
Compensation
Fee-Only (AUM)
About This Firm
XP Advisory US, Inc. offers a wrap fee program providing discretionary and non-discretionary investment management services. They may recommend affiliated or unaffiliated sub-advisers. The firm primarily serves high-net-worth individuals and corporations, particularly non-U.S. residents with a concentration of Latin American clients.
Fee Structure
XP Advisory offers a wrap fee program, charging a single asset-based fee that includes investment management, transaction, custodial, and administrative costs. The fee is negotiable and detailed in the service agreement. The annual management fee can be up to 1.50% of assets under management, billed quarterly in arrears based on the average daily balance. The minimum annual fee for all accounts and services is $5,000, which may be waived. The minimum investment to open and maintain an advisory account is $500,000.
Areas of Practice
Location
701 Brickell Avenue, Suite 2120, Miami, FL, 33131