XP Advisory US offers investment management services tailored to clients' needs. They provide both discretionary and non-discretionary investment management, customizing portfolios based on risk tolerance and investment objectives. XP Advisory may recommend sub-advisers and offers consolidation services for outside assets. They primarily serve high-net-worth individuals and corporations, especially non-U.S. residents.
Assets Under Management$1.6B
Clients386
Advisors28
Avg. per Client$4.1M
Avg. per Advisor$56M
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
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Estimated Annual Fee
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Location
28 Advisors at this firm
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