Fernando Costa
Fernando Costa is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 8 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Fernando is involved with Opala SN LLC as an investment vehicle, which is a passive, uncompensated investment. This activity does not interfere with his daily responsibilities.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Xp Advisory US, INC.
Xp Investments US, LLCBroker
State Registrations1 state
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