Efg Private Wealth Management (americas) CORP.
EFG Private Wealth Management (Americas) Corp. offers investment advisory services tailored to non-United States individuals, corporations, and other business entities. The registered investment advisor provides both discretionary portfolio management—where professional portfolio managers handle investment decisions without prior client approval—and non-discretionary advisory services, where clients must authorize each transaction. The firm utilizes an open-architecture platform, investing across various asset classes including mutual funds, exchange-traded funds, individual stocks, bonds, structured products, and alternative investments. Additionally, EFG Private Wealth Management (Americas) Corp. offers consolidated wealth reporting services and specialized strategies depending on account size and client risk profiles. Portfolios are constructed using fundamental, technical, and cyclical methods, with a focus on long-term and short-term strategies that align with each client's investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Rates shown apply to discretionary accounts opened prior to the fourth quarter of 2025. Accounts opened on or after Q4 2025 generally charge a fixed annual fee of up to 1.50% for discretionary accounts and up to 1.20% for non-discretionary accounts. Non-discretionary accounts opened prior to Q4 2025 have a separate tiered schedule ranging from 1.20% to 0.75%. All fees are negotiable.