Programa de Referidos | Riccio & Associates
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Una familia que disfruta de bienestar financiero
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Referral Agent Program

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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.

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:

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.

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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.

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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.

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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.

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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.

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Reliability

You will have ownership of all instruments in your account. Furthermore, in case you need it, you can sell these instruments or a part of them.

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Professional Management

Our investment portfolios are managed by managers with long experience and with professional training.

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Our Investment Portfolios

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Conservative

Comprised of approximately 45-40% equity sector ETFs with the remainder invested in cash and bond sector ETFs.

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Moderate

Comprised of approximately 60-50% equity sector ETFs with the remainder invested in cash and bond sector ETFs.

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Bold

Comprised of approximately 65-60% equity sector ETFs with the remainder invested in cash and bond sector ETFs. 

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New Opportunities

The New Opportunities Portfolio is made up of 100% ETFs from the equity sector and in sectors with high expected growth.

INVEST TODAY

Contact us for a recommended investment portfolio custodied in the United States.

525 Racquet Club Rd, Apt 47
Weston, FL 33326

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+1 954-881-3398

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