PA
CFA
PA
CFA

Paulo Almeida

1 Year of Experience
Geneva

Paulo Almeida is a CFA-designated registered investment advisor at Hyposwiss Advisors SA, based in Geneva, with 1 years of industry experience. Paulo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 138 clients with $600M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$597.1M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bd Du Theatre 10, Geneva, 1204

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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

Paulo is an independent music producer and performer in Switzerland during his free time. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Hyposwiss Advisors SA
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
TX
Advisor

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.
Paulo Almeida - Financial Advisor | TrueAdvisor