Una familia que disfruta de bienestar financiero

Referral Agent Program

We appreciate your trust. Therefore, now by referring someone to our company, you not only help us grow, but you also can win a reward.

I want to refer

How does the program work?

To participate in our Referral Agent Program, you simply have to submit the name and contact information of the potential client in the form that appears when making click here. If that person becomes a real customer, you will receive a cash reward.

The amount of the reward is based on the investment value of the referred client, according to the following table, which may change from time to time:

I want to refer

Rules and conditions

To participate in our Referral Agent Program, you must be a active agent
of our company and comply with all regulations and current legal requirements.
The reward will only be awarded after the referred customer has made an investment managed through our company.
To get the reward payment, you must have a bank account or access to a means of payment such as Paypal, Transferwise, or Western Union, and keep in mind that the commissions for sending the money will be subtracted from the reward amount.

Doing click here, you can download the legal documents to be an active agent of
Riccio & Associates LLC.

How much does the Investment Portfolio management service cost?

The cost of maintaining the Brokerage Account with Interactive Brokers is very small. The cost for purchase and sale transactions is usually close to 0.1% per year. The Portfolio Management service will be charged monthly as a percentage of the market value of the portfolio, at the end of the month: • 1.25% per year for the portion of the portfolio which is below $50 thousand • 1.15% per year for the portion of the portfolio between $50 thousand and $100 thousand • 1.00% annually for the portion of the portfolio between $100,000 and $500,000 • 0.75% per year for the portion of the portfolio above $500 thousand
What has been the profitability of the Investment Portfolios since its creation?

You can find the performance of each Portofolio here. On the long run, the portfolios have always performed better than the standard bank saving account yield.
Can I have an Investment Account jointly with my partner or another person?

Yes, the account can be individual or jointly with any other person of legal age.
Who will manage my investments?

RICCIO & Associates LLC, is an Investment Advisory firm registered and supervised by the Florida Office of Financial Regulation, in the United States You can consult the references of our company at www.flofr.com
How will I know what is happening with my investments?

You can go online to the InteractiveBrokers website with your username and password and see the status of your portfolio, as well as all movements and transactions, as well as reports tailored to your needs InteractiveBrokers will email you a monthly statement of your Brokerage and Custody account You can directly make any specific query by writing to giampiero@riccioandassociates.com
Can I dispense with the service, if I wish, without consequences?

Simply by contacting Interactive Brokers through the Client Portal, you can cancel the mandate for your investments to be managed by Riccio&Associates LLC, at any time. From that moment, your investments can be managed by any other adviser of your choice, without any effect or cost or you. You can also manage your own account by yourself. Your brokerage and custody account with Interactive Brokers remains active and you can continue to use it as you wish.
What support do I receive from Riccio & Associates to open my brokerage and custody account with Interactive Brokers?

Once you contact us and indicate your desire to open your brokerage and custody account, we will ask Interactive Brokers to send you an email with the account opening request. When you receive that request, you only have to fill out the forms that are presented on your computer. We will be available through our communication channels to guide you in this task and clarify any doubts. Once you have finished filling out the requested information, you must upload in the same application the documents in .pdf format that prove your identity and address. If there are no delays for any reason, Interactive Brokers will open your account within a week or so and notify us. We will be watching throughout this process to keep you informed.
What is needed to open a Brokerage and Portfolio Management Account?

You need to have a bank account, from where you will make the transfer denominated in US dollars to open your Brokerage and Custody account at Interactive Brokers. Additionally, you must fill out the application to Interactive Brokers to open the Brokerage and Custody account, for which you will need to provide: • Copies of identity documents (passport, identity card) • Proof of address (usually utility bills in your name) • Accept the terms of the Portfolio Management Agreement • All required documentation can be sent in .pdf format
How do I do if I need to withdraw money from my investment account?

First, you must contact giampiero@riccioandassociates.com and indicate how much money you need to make it available in your brokerage and custody account. Upon receiving this request, Riccio&Associates will immediately proceed to sell all or part of your investment portfolio, as needed. Immediately after this operation is carried out, you will be notified by Interactive Brokers that it has been carried out and you can yourself, by entering the Interactive Brokers Client Portal, request that the money be transferred to your bank account you have registered as associated with your brokerage account. All of these steps usually occur in no more than three business days.

Beneficios

Benefits of investing with us

Low initial amount

Most professional investment services require hundreds of thousands of dollars to start investing. With us, you can start investing from U$S 3,000.

Low managing costs

Our Investment Portfolios require a low level of brokerage activity and have low administration fees, this translates into higher returns for you. The cost of managing your invesments varies between 1.25% and 0.75% p.a.

Transparency and flexibility

Access your balances and positions whenever you want. All assets will be in your name, guarded by Interactive Brokers®. You can terminate our services at any time and transfer your assets to another administrator.

Supervision and guarantees

Our firm and Interactive Brokers® are supervised and regulated entities in the United States. All your assets will be guaranteed up to $500,000 by SIPC.