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Gabriel Ribeiro

8 Years of Experience
Miami, FL
Broker

Gabriel Ribeiro is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 8 years of industry experience. Gabriel 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.

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
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gabriel is a co-founder of Lifted Fishing Co, an apparel company, since 2016, dedicating about 10-20% of his time to sales and marketing. He also holds a Florida real estate license, but it is not currently in use.

Employment History
Current Registrations
Xp Advisory US, INC.
February 2021 - Present · 5 yrs 8 mos
Xp Investments US, LLCBroker
September 2018 - Present · 8 yrs 1 mo
State Registrations30 states
AZCACOCTDCDEFLGAILINMAMDMIMNNCNENHNJNVNYOHORPARISCTXUTVAWAWY
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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