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Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
Origem International Advisory LLC
Independent
Total advisors
1Clients per advisor
11 TypicalAvg AUM per client
$96,492 Very LowHNW client ratio
0% LowMatheus Caleffi is a financial advisor at Origem International Advisory LLC with one year of industry experience. He holds a Series 65 designation and has worked in investment advisory roles since 2021, including managing Origem Invest, a foreign investment advisory firm focused on Brazilian assets. Prior to that, he held positions in education for several years. Origem International Advisory LLC offers discretionary and non-discretionary portfolio management and investment advice to individuals, corporations, and businesses, managing approximately $3.4 million. The firm employs multiple analysis methods and a range of strategies across various asset types and operates primarily as a referrer to third-party managers rather than a custodian of client assets.
Based on Origem International Advisory LLC
Based on Origem International Advisory LLC
$100,000 - $250,000: 1.5% $250,000.01 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,500,000: 0.85% $2,500,000.01 - $5,000,000: 0.80% $5,000,000.01 - $7,500,000: 0.75% $7,500,000.01 - $10,000,000: 0.70% $10,000,000.01 - $15,000,000: 0.65% $15,000,000.01 - $20,000,000: 0.60% $20,000,000.01 - $25,000,000: 0.55% $25,000,000.01+: 0.50%
Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee
Florida
1 year of industry experience
Origem International Advisory LLC
2025 - Present • 1 year
Porto Alegre, Rs
Origem Invest
2021 - Present • 5 years
Porto Alegre, Rs
PUCRS
2021 - 2021 • 1 year
Porto Alegre, Rs
WAY American High School
2017 - 2019 • 2 years
Porto Alegre, Rs
Colegio Marista Rosario
2008 - 2020 • 12 years
Porto Alegre, Rs
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Fund sponsor
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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