TrueAdvisor
TrueAdvisor
CR
CR

Claudia Ripper

Xp Advisory US, INC.
17 Years of Experience
Davie, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Claudia Ripper is a registered investment advisor at Xp Advisory US, INC., based in Davie, FL, with 17 years of industry experience. Claudia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 258 clients with $790M in assets under management.

Xp Advisory US, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
30 advisors
Number of Clients
258 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$792.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fees are up to 2% annually based on several factors including services offered, complexity, and assets managed. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Davie, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2013
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Xp Advisory US, INC.
August 2022 - Present · 4 yrs 2 mos
Xp Investments US, LLC
August 2022 - Present · 4 yrs 2 mos
Xp Investments US, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Santander Securities
August 2020 - January 2022 · 1 yr 5 mos
Santander Securities LLCBroker
June 2020 - January 2022 · 1 yr 7 mos
Hsbc Securities (USA) INC.Broker
February 2010 - May 2019 · 9 yrs 3 mos
Itau Europa Securities INC.Broker
October 2008 - June 2009 · 8 mos
Bcp Securities, LLCBroker
March 2003 - October 2004 · 1 yr 7 mos
State Registrations8 states
CADCFLILMNNYTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Davie, FL →All financial advisors in Florida →