Adriano Gomes is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 16 years of industry experience. Adriano 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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Customer Dispute
September 2008Denied
Employment History
Current Registrations
Xp Advisory US, INC.
September 2022 - Present · 3 yrs 7 mos
Xp Investments US, LLC
September 2022 - Present · 3 yrs 7 mos
Xp Investments US, LLCBroker
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - September 2022 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - September 2022 · 8 yrs 10 mos
Citigroup Global Markets INC.
February 2008 - June 2008 · 4 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2008 · 10 mos
Citicorp Financial Services CorporationBroker
February 2001 - February 2004 · 3 yrs
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.