EU Citizens in spain & portugal
We offer our EU citizen clients living in Spain and Portugal bespoke investment strategies with transparency of holdings, no lockup periods, a simple, clear, fee structure, and an experienced and comprehensive investment advisor who combines investment management considerations with financial planning goals.
Transparency, lower fees, and no lock-up periods
We differentiate ourselves from traditional brokerage firms located in Spain and Portugal in many beneficial ways to our clients. Our fee structure is transparent, and our investment portfolios are highly liquid and globally diversified.
Traditional products offered to investors are often have multiple layers of fees including: transfer fees, platform fees, advisors fees, investment manager fees, and trading fees. Besides the cost, you can also find your assets in an illiquid account with a multi-year lock-up period.
At EAFA, our services are offered under one transparent annual fee, and we have no lock-up periods, or exit fees. In short, our services put your interests first.
We build custom portfolios based on your risk tolerance to help you achieve your individual investment goals.
EU Citizens in Spain & Portugal Considerations
EU Citizen Considerations
Fee Structure
Our fee structure is clear and transparent and offer significant value compared with most Spain and Portugal based financial and investment advisory firms.
No Lockup
At EAFA, our clients benefit from a complete solution to their financial needs and should you need to access your investments, you’re able to do so any time..
Financial Planning
There are important and complex estate tax issues to be considered if you are an expatriate living in a different country. Where you save for retirement, where you invest, buying property, and cross-border estate-planning are just some of the issues that we can help you plan for to enable to you achieve your long-term financial and life goals.