Ricardo Ventura is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 25 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 386 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment fees are up to 1.50% annually. Fees are negotiable.
Fee Estimator
Location
701 Brickell Avenue, Suite 2120, Miami, FL, 33131
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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 →Employment History
Current Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
Previous Registrations
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
E.S. Financial Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.