Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI charges an annualized, fixed asset-based fee of up to 2%. This fee is negotiable based on various factors. This fee covers CGMI's services, clearing firm charges, and compensation to the client's financial advisor. Clients also pay a separate fee to the investment managers selected to manage their assets, ranging from 0.10% to 0.60% annually, depending on the asset class and investment style. These investment manager fees are not negotiable and are subject to change. Additional fees may apply for other services like wire transfers and account transfers.
Areas of Practice
Advisor Information
Office location
Citi Private Bank, 201 S. Biscayne Blvd, FL 31 Ste 3100 & FL 33 Ste 3, Miami, FL, 33131
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
Adriana is the President of ILGO Enterprises Corp, which provides babysitting services. She dedicates minimal time to this non-investment related activity, primarily as a contingency for her mother.