Sergio Pedreiro is a registered investment advisor at Longavista Advisors, LLC, based in Greenwich, CT, with 3 years of industry experience. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The Advisor is also entitled to receive a performance fee from Clients of up to 20% of net profits for each Investment.
Fee Estimator
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sergio is a Managing Member of Longavista Advisors LLC, a Connecticut-based RIA. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Longavista Advisors, LLC
State Registrations1 state
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