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Cesar Filho

Xp Advisory US, INC.
9 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Cesar Filho is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 9 years of industry experience. Cesar 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

701 Brickell Avenue, Ste 1350, Miami, FL, 33131

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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.
Customer Dispute
November 2019
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Xp Advisory US, INC.
July 2018 - Present · 8 yrs 3 mos
Xp Investments US, LLCBroker
September 2016 - Present · 10 yrs 1 mo
State Registrations27 states
CACOCTDCDEFLGAILINMAMDMIMNNCNENJNVNYORPARISCTXUTVAWAWY
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.
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