XP Advisory US, Inc. provides investment management services, including both discretionary and non-discretionary portfolio management, using an open-architecture platform that accesses international capital markets, global equities, fixed income, and mutual funds. XP Advisory US tailors its advice based on each client's risk tolerance and investment objectives. The firm offers a boutique approach with personalized asset allocation models and ongoing portfolio monitoring and rebalancing. Additionally, XP Advisory US sponsors wrap fee programs, provides portfolio consolidation and reporting services for outside assets, and may recommend third-party investment advisers or sub-advisers. The majority of clients are high-net-worth individuals, corporations, and non-U.S. residents, particularly from Latin America.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fees are up to 2% annually based on several factors including services offered, complexity, and assets managed. Fees are negotiable.