Origem International Advisory LLC, based in Brazil, offers both discretionary and non-discretionary portfolio management services. They work with clients to understand their investment goals, risk tolerance, and financial situation to develop a tailored investment strategy. Origem monitors portfolio performance and rebalances as needed due to market changes or changes in a client's circumstances. They advise on various investments, including stocks, bonds, mutual funds, ETFs, and digital assets.
Fee Structure
Origem International Advisory charges an annual fee for managing your investment portfolio. This fee ranges from 0.40% to 2.00% of the value of your investments. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated monthly and charged at the end of each month. The advisory fee is negotiable.