Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiated and typically range from 0.60% to 1.50% annually, depending on account size and service complexity. Some qualified investors may also have a performance fee of up to 20%. Execution charges for advisory accounts at Pershing executed through our affiliate broker-dealer generally range from $30.00 to $60.00 per transaction. Family office service fees range from $500 to $15,000 per month, based on the services requested. A minimum account value of $300,000 is generally required.
Areas of Practice
Advisor Information
Office location
501 West Broadway, Suite 1350, San Diego, CA, 92101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alberto is a shareholder of Investment Placement Trading and an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half his time to this business. He is also an officer of ARB Global Investments LLC and a shareholder in S.C. Asesores en Inversiones Independientes S.A. de C.V., and a member of Vistage Worldwide.