Jose Abraham Varon

Vectorglobal Iag, INC.

3 Years of Experience

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Firm Information

Vectorglobal Iag, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

35 advisors

Number of Clients

1,833 clients

Average Client Portfolio

$924K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.

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Areas of Practice

Investment Management

Advisor Information

Office location

1001 Brickell Bay Drive Suite 1900, Miami, FL, 33131

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Regulatory History

Clean regulatory record

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.