Felipe Lopes
Felipe Lopes is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 9 years of industry experience. Felipe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 479 clients with $2.3B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Rates shown apply to discretionary accounts opened prior to the fourth quarter of 2025. Accounts opened on or after Q4 2025 generally charge a fixed annual fee of up to 1.50% for discretionary accounts and up to 1.20% for non-discretionary accounts. Non-discretionary accounts opened prior to Q4 2025 have a separate tiered schedule ranging from 1.20% to 0.75%. All fees are negotiable.
Fee Estimator
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
January 2020Customer Dispute
November 2019Other Business Activities
Felipe has a 20% share ownership in Opala SN LLC, which involves a personal passive investment and a personal boat. He receives no compensation and the activity does not interfere with his daily responsibilities.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
State Registrations1 state
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
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