Assets Under Management
$1.6B
Number of Clients
386
Number of Advisors
24
Average Client AUM
$4.1M
AUM per Advisor
$65.2M
Compensation
Fee-Only (AUM)
XP Advisory US, Inc. offers a wrap fee program providing discretionary and non-discretionary investment management services. They may recommend sub-advisers. The firm manages accounts for a single, bundled fee that includes investment management, transaction, custodial, and administrative costs. They primarily serve high-net-worth individuals and corporations.
701 Brickell Avenue, Suite 2120, Miami, FL, 33131