Santiago Jose Arbelaez

Pvg Asset Management CORP

10 Years of Experience

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Firm Information

Pvg Asset Management CORP

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

1,983 clients

Average Client Portfolio

$312K average

Assets Under Management

$617.9M

Fee Structure

Financial Planning:Investment management only

PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source. Fees can vary greatly depending on the individual client. Clients may incur charges from their selected broker/custodian such as custodial fees, trading commissions and internal fund charges. Unearned fees are refunded upon the request of the client in the case of termination.

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Areas of Practice

Investment Management

Advisor Information

Office location

Miami, FL

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2014

Closed-No Action

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Other Business Activities

Santiago is a partner in a property management company and a credit advisory/business consulting firm. He also owns real estate investment properties and works in business development for private equity funding at CIM Securities.