Assets Under Management

$1.7B

Number of Clients

1,833

Number of Advisors

35

Average Client AUM

$924K

AUM per Advisor

$48.4M

Compensation

Fee-Only (AUM)

About This Firm

VectorGlobal IAG, Inc. offers discretionary and non-discretionary portfolio management services tailored to individual client needs and investment objectives. They monitor portfolio performance and rebalance as needed. The firm requires clients to grant discretionary authority to manage their accounts.

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.

Areas of Practice
Investment Management
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Location

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

35 Advisors at this firm

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Vectorglobal Iag, Inc. | AdvisorDiscover