Xavier Urpi
Xavier Urpi is a registered investment advisor at Emergent Financial Services, LLC., based in Charlottesville, VA, with 29 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are subject to negotiation. For institutions investing in fixed-income only, the fee schedule is as follows: - First $50,000,000: 0.40% - Next $50,000,000: 0.20% - Assets Over $100,000,000: 0.10%
Fee Estimator
Location
310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA, 22903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Xavier is the president of Cypress Asset Management since 1995, which is being acquired. He now spends minimal time on basic bookkeeping and finalizing the sale.
Employment History
Current Registrations
Emergent Financial Services, LLC.
Previous Registrations
Cutler Investment Counsel, LLC
Cypress Asset Management
State Registrations1 state
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