Itaú International Securities offers family office services and investment management to high-net-worth individuals and families. The firm assists clients with family governance, financial education, risk management, philanthropy, and succession planning. For investment management, Itaú International Securities develops personalized investment policies based on each client's goals, time horizon, risk tolerance, and liquidity needs. The firm manages accounts on a non-discretionary basis, meaning they require your approval before making any trades. Itaú International Securities also sponsors a bundled fee program known as the All-In Fee program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.25% |
All fees are negotiable. Performance-based fee arrangements are available for qualifying clients, consisting of 0.25% to 0.50% annually plus 10% of net returns over 3-month LIBOR.