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Una familia que disfruta de bienestar financiero
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Programma per agenti di riferimento

Valutiamo la tua fiducia. Per questo adesso,  indirizzando qualcuno alla nostra azienda, non solo ci aiuti a crescere, ma anche tu ottieni una ricompensa.

Come funziona il programma?

Per partecipare al nostro programma di agente di riferimento, devi semplicemente inviare il nome e le informazioni di contatto del potenziale cliente nel modulo che appare quando fai clic qui. Se quella persona diventa un vero cliente, riceverai una ricompensa in denaro.

 

L'importo della ricompensa si basa sul valore dell'investimento del cliente segnalato, secondo la seguente tabella, che può cambiare di volta in volta:

Regole e condizioni

  • Per partecipare al nostro programma per agenti di riferimento, devi essere a agente attivo
    della nostra azienda e rispettare tutte le normative e i requisiti legali attuale.
     

  • Il premio verrà assegnato solo dopo che il cliente segnalato lo avrà fatto fatto un investimento gestito attraverso la nostra società.
     

  • Per ottenere il pagamento del premio, è necessario disporre di un conto bancario o accedere aun mezzo di pagamento come Paypal, Transferwise o Western Union e tieni presente che le commissioni per l'invio del denaro sarà sottratto dall'importo del premio.


Facendoclicca qui, puoi scaricare i documenti legali di cui essere un agente attivo
Riccio & Associati 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.
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Beneficios

I vantaggi di investire con noi

Basso importo iniziale

La maggior parte dei servizi di investimento professionali richiede centinaia di migliaia di dollari per iniziare a investire. Con noi,puoi iniziare a investire da U$S 3,000.

Bassi costi di gestione

I nostri portafogli di investimento richiedono un basso livello di attività di intermediazione e hanno basse spese amministrative, questo si traduce inprestazioni più elevateio per te. il costo dell'uomoejo varia tra 1,25% e 0,75% p.a.

Trasparenza e flessibilità

Accedi ai tuoi saldi e posizioni quando vuoi. Tutti i beni saranno a tuo nome, custoditi daBrokers interattivi®. Puoi terminare il nostro esserevizio in qualsiasi momento e trasferimentitrasferisci le tue risorse a un altro amministratore.

Vigilanza e garanzie

La nostra azienda e Interactive Brokers® lo sonosoggetti vigilati e regolamentati negli Stati Uniti. ​Tutti i tuoi beni saranno garantiti fino a $ 500.000 perSIPC.

Affidabilità

Avrai la proprietà di tutti gli strumenti nel tuo account. Inoltre, nel caso ne hai bisogno, puoi vendere questi strumenti o una parte di essi, senza pregiudicare il prezzo, in condizioni normali. 

gestione professionale

I nostri portafogli di investimento sono gestiti damanager di lunga esperienza e con formazione professionale.

portafogli di investimento

Paper Craft

Conservador

Compuesto aproximadamente por un 45%-40% de ETFs del sector accionario y el resto está invertido en ETFs del sector de bonos y efectivo.

Paper Abstract

Moderado

Compuesto aproximadamente por un 60%-50% de ETFs del sector accionario y el resto está invertido en ETFs del sector de bonos y efectivo.

Paper Craft

Audaz

Compuesto aproximadamente por un 65%-60% de ETFs del sector accionario y el resto está invertido en ETFs del sector de bonos y efectivo. 

Paper Abstract

Nuevas Oportunidades

El Portafolio Nuevas Oportunidades está compuesto por un 100% de ETFs del sector accionario y en sectores de alto crecimiento esperado.

INVESTIRE OGGI

Contattaci per un piano finanziario su misura e un portafoglio di investimenti custodito negli Stati Uniti.

525 Racquet Club Rd, Apt 47
Weston, Florida 33326

+1 954-881-3398

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