Ipg Investment Advisors, LLC
Assets Under Management
$3.8B
Number of Clients
1,154
Number of Advisors
38
Average Client AUM
$3.3M
AUM per Advisor
$100.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
IPG Investment Advisors offers discretionary and non-discretionary investment management services, family office services for Latin American clients, sub-advisory services, and access to third-party asset managers. They manage client portfolios based on individual financial profiles, investment objectives, and risk tolerance. Investment strategies include global opportunities, short duration, intermediate duration, capital appreciation equity trading, and asset allocation.
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
Location
501 West Broadway, Suite 1350, San Diego, CA, 92101