Ipg Investment Advisors, LLC

CRD#152990
Investment Advisor Firm

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Learn more about Ipg Investment Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Ipg Investment Advisors, LLC is located at 501 West Broadway, San Diego, CA. The firm employs 29 financial advisors to manage client portfolios and provide financial guidance. Ipg Investment Advisors, LLC is not a registered broker-dealer.

    Ipg Investment Advisors, LLC oversees $3.5 billion in assets under management across 1,051 accounts, of which 939 are discretionary and 112 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Ipg Investment Advisors, LLC includes asset-based, fixed, commission-based, performance-based, and other fees. The firm has 236 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.

    Ipg Investment Advisors, LLC is registered in the states of Arizona, California, Colorado, Florida, Indiana, Massachusetts, New York, and Texas.

    Assets Under Management

    $3.5 billion

    Number of Advisors

    29

    Disclosures

    No

    Office Location

    501 West Broadway
    San Diego, CA 92101

    Ipg Investment Advisors, LLC by the Numbers

    Total Assets Under Management

    $3.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    39

    National Average: 64
    Total Number of Accounts

    1,051

    National Average: 375,227
    Average Account Size

    $3.3 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees usually depend on which service is provided. Fees billed by Ipg Investment Advisors, LLC can include any combination of the following fee types: asset-based, fixed, commission-based, performance-based, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 1% of firms

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm works with a number of different investors. The company provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, insurance companies, and corporations. Out of its 7 clients, Ipg Investment Advisors, LLC's biggest client group by number of accounts is high net worth investors, but it also manages money for 236 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 22.45%
    • Other Individuals - 53.95%
    • Corporations - 23.5%
    • Charitable Organizations - 0.1%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Ipg Investment Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Ipg Investment Advisors, LLC

    Francisco Sanchez Gavito
    San Diego, CA
    Gerardo Arizpe Aguirre
    Caohula,
    Eduardo Alaman
    Mexico Df,
    Adrian Gonzalez
    San Diego, CA
    Juan Pablo Correa Bayardo
    Jalisco,
    Rafael Benrey Grinberg
    San Diego, CA
    Alejandrina Trasvina Huerta
    San Diego, CA
    Hugo Ramirez
    San Diego, CA
    Abraham Rodriguez Tostado
    Mazatlan Sinaloa,

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