Xp Advisory Us, Inc.

XP Advisory US, Inc., formerly known as XP Private, Inc., has been providing investment advisory services since November 2014. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and investment objectives. Clients can expect a personalized boutique approach, asset allocation based on risk and return objectives, and a balanced approach to diversification. XP Advisory recommends purchases and sales of domestic and foreign securities, primarily serving high net worth individuals and corporations. The firm may recommend affiliated and unaffiliated sub-advisers to manage client accounts, considering factors such as performance, fees, and client needs. XP Advisory also offers non-wrap investment management services and provides consulting services tailored to clients' needs. The firm's investment strategies include fundamental analysis and a mix of long-term and short-term purchasing strategies. Clients should be aware of the risks associated with investing in securities, including market fluctuations, interest rate changes, credit risk, and foreign exchange risk. XP Advisory charges asset-based fees, with a maximum annual fee of up to 1.50%. The firm manages approximately $961,038,006 in client assets on a discretionary basis and $602,896,968 on a non-discretionary basis as of December 31, 2024. Clients can expect transparent fee structures, quarterly performance reviews, and personalized investment strategies aligned with their financial goals. XP Advisory does not vote proxies on behalf of clients and does not have any financial commitments impairing its ability to meet client obligations.