Claudia Ripper is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 16 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 386 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
28 advisors
Number of Clients
386 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment fees are up to 1.50% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
701 Brickell Avenue, Suite 2120, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Criminal
May 2013Final Disposition
Employment History
Current Registrations
Xp Advisory US, INC.
August 2022 - Present · 3 yrs 8 mos
Xp Investments US, LLC
August 2022 - Present · 3 yrs 8 mos
Xp Investments US, LLCBroker
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Santander Securities
August 2020 - January 2022 · 1 yr 5 mos
Santander Securities LLCBroker
June 2020 - January 2022 · 1 yr 7 mos
Hsbc Securities (USA) INC.Broker
February 2010 - May 2019 · 9 yrs 3 mos
Itau Europa Securities INC.Broker
October 2008 - June 2009 · 8 mos
Bcp Securities, LLCBroker
March 2003 - October 2004 · 1 yr 7 mos
State Registrations7 states
CADCFLMNNYTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.