Efg Private Wealth Management (Americas) Corp.
701 BRICKELL AVENUE, Miami, Florida 33131
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
of the Program Fee paid to each Manager varies, but ranges between 0.20% and 0.40% annually based on total aggregate Client dollars with each Manager. Based on the compensation structure, the Adviser has an incentive to recommend Strategies and Managers, including Strategies managed by t
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 4 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.