Alberto Benrey is a registered investment advisor at Ipg Investment Advisors, LLC, based in San Diego, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,154 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPG Investment Advisors' fees for managing your investments are negotiated and typically range from 0.60% to 1.50% annually, depending on the size of your account and the complexity of the services. Some qualified investors may also pay a performance fee of up to 20% annually. Fees are charged monthly or quarterly, based on the value of your account. Execution charges for advisory accounts at Pershing executed through our affiliate broker-dealer generally range from $30.00 to $60.00 per transaction.
Location
501 West Broadway, Suite 1350, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alberto is a shareholder of Investment Placement Trading and an Investment Advisor Representative (IAR) for IPG Investment Advisors, LLC, dedicating about half his time to this business. He is also an officer of ARB Global Investments LLC and a shareholder in S.C. Asesores en Inversiones Independientes S.A. de C.V., and a member of Vistage Worldwide.
Employment History
Current Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Previous Registrations
Ipg Investment Advisors, LLC
Ipg Investment Advisors, LLC
State Registrations4 states
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