Itaú International Securities Inc. provides family office services and investment management to high-net-worth individuals and families. Family office services include family wealth consultation, investment consultation, administration, and interdisciplinary networking. Investment management is offered on a non-discretionary basis, meaning the client must approve each transaction. Itaú International Securities Inc. also offers a wrap fee program with a $1,000,000 minimum investment.
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.