Checchi Capital Advisers is a registered investment advisor founded in 2007, operating out of Beverly Hills, California. Checchi Capital Advisers manages globally diversified equity and fixed-income portfolios using proprietary quantitative models, statistical sampling, and tax optimization algorithms to mirror major world indices while minimizing taxes and transaction costs. The firm offers separately managed accounts, sub-advisory services, and pooled investment vehicles, focusing on tailored strategies that fit each client's specific risk and tax profile. Checchi Capital Advisers primarily serves high-net-worth individuals, foundations, charitable organizations, and trusts, typically requiring a minimum investment of $5,000,000, though exceptions may be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees are negotiable based on aggregate portfolio size, complexity, and pre-existing relationships.