Joao Rodrigues is a CFA-designated registered investment advisor at Itau International Securities INC., based in Miami, FL, with 8 years of industry experience. Joao 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 27 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Itaú International Securities Inc. offers investment management services, but the fees are not clearly defined in the brochure. The brochure mentions fees are negotiable and vary based on the type of advice, account size, investment strategy, and relationship with the client. The brochure also mentions a performance-based fee schedule, but this is for Family Office Services, not Investment Management Services.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joao is an investor for Banco Itau International, advising clients on various financial products and spending a few hours per week on this. He also receives cashback commissions from Fora Travel Inc. for personal travel bookings, which he does outside of business hours.
Employment History
Current Registrations
Itau International Securities INC.
Itau International Securities INC.Broker
Itau International Securities INC.
State Registrations5 states
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