Efg Asset Management (Americas) Corp
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Learn more about Efg Asset Management (Americas) Corp
Efg Asset Management (Americas) Corp operates as an advisory company that has its headquarters in Miami, Florida. The firm handles $1.5 billion in total assets across 804 client accounts, placing it among the biggest firms in the country by assets under management (AUM). Efg Asset Management (Americas) Corp has a small group, including 4 financial advisors. Efg Asset Management (Americas) Corp is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, options and stocks.
Efg Asset Management (Americas) Corp oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client authorization. Efg Asset Management (Americas) Corp's typical account size is $1.8 million. The typical advisor at Efg Asset Management (Americas) Corp administers around 201 client accounts.
The firm's headquarters is located at 701 Brickell Avenue, Miami, Florida 33131. Efg Asset Management (Americas) Corp is allowed to serve clients across a few states, including California, Delaware, Florida and New York.
Assets Under Management
Number of Advisors
Efg Asset Management (Americas) Corp by the Numbers
Fees for financial advisory services usually depend on the services provided. However, fees charged by the company most likely are comprised of the following fee structures: asset-based, fixed or performance-based. Efg Asset Management (Americas) Corp does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company does business with a number of different investors. The company works with retail investors, high net worth investors, insurance companies, corporations and other. Out of its 804 customers, Efg Asset Management (Americas) Corp's largest client type is corporations, although it also manages money for 178 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 93% of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 22.53%
- Other Individuals - 32.66%
- Corporations - 44.81%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Efg Asset Management (Americas) Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Efg Asset Management (Americas) Corp
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