Cesar Filho is a registered investment advisor at Xp Advisory US, INC., based in Miami, FL, with 9 years of industry experience. Cesar 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
November 2019Settled
Employment History
Current Registrations
Xp Advisory US, INC.
July 2018 - Present · 7 yrs 9 mos
Xp Investments US, LLCBroker
September 2016 - Present · 9 yrs 7 mos
State Registrations27 states
CACOCTDCDEFLGAILINMAMDMIMNNCNENJNVNYORPARISCTXUTVAWAWY
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.