Xp Advisory Us, Inc
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Overview
Xp Advisory Us, Inc operates as a financial advisor company located in Miami, Florida. It handles $1.5 billion in assets under management over 386 client accounts, placing it among the biggest firms in the nation by assets under management (AUM). It has a small team, including 21 financial advisors. Xp Advisory Us, Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like equities, bonds and options.
Xp Advisory Us, Inc administers 220 of the firm's client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without requiring client authorization. The firm also administers 166 non-discretionary accounts with a total of $530.9 million in assets. The company's typical account size is $4.0 million. An average financial advisor at Xp Advisory Us, Inc administers around 18 client accounts, making it one of the more individualized firms in the country.
Xp Advisory Us, Inc's central office is at 701 Brickell Avenue, Miami, Florida 33131. The firm is legally permitted to provide services to clients throughout a few states, including Florida, New York and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Xp Advisory Us, Inc by the Numbers
$1.5 billion
30
386
$4.0 million
Fee Structure
Financial management fees usually depend on the services offered. Fees charged by the firm likely consist of the following fee structures: asset-based, hourly or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
Types of Clients
Xp Advisory Us, Inc caters to high net worth investors, pooled investment vehicles and corporations. Out of its 386 customers, Xp Advisory Us, Inc's biggest client is corporations, although it also caters to 74 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 87% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 19.17%
- Other Individuals - 0%
- Corporations - 80.83%
- 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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Disclosures
Xp Advisory Us, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Xp Advisory Us, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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