About Luiz Augusto Pacheco, CFP®, CFA, FRM, CAIA
Luiz Augusto Pacheco, CFP®, CFA, FRM, CAIA, has earned the reputation as a seasoned leader in the financial planning space. Throughout the span of over a decade, he has garnered extensive hands-on expertise in multiple facets of the finance industry.
Starting out, Luiz delved in the world of stocks and worked in a Broker-Dealer in Brazil. It wasn’t long before he realized how little emphasis was placed on each client’s unique set of needs. Ultimately, that led him to look for ways to better serve customers without worrying about commissions and sales quotas.
Luiz serves as a Portfolio Manager & Financial Planner for Inva Capital Wealth Management, where he is dedicated to helping clients make all their financial goals a reality through strategic, results-driven solutions. In addition to his numerous globally-recognized financial designations, he holds an MBA from Wayne State University.
When he isn’t paving paths to monetary prosperity, Luiz Augusto Pacheco enjoys reading engaging books and cooking unique dishes. He also has an avid interest in all things technology and sports. Above all, he is a lifelong learner who utilizes his in-depth knowledge to ensure his valued clients create a stress-free financial situation for themselves and their loved ones.
- Brazilian Immigrants
- Career Professionals
- Generation X
- Wealth Management
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly Fee: $200 / mo
- AUM: .80% through Betterment
- AUM: .75% for accounts over $500k