Jairo Cipolla is a registered investment advisor at Guggenheim Investment Advisors, LLC, based in Miami, FL, with 15 years of industry experience. Jairo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$22.7M average
Assets Under Management
$522.0M

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Guggenheim Investment Advisors (GIA) offers investment management services to wealthy individuals. Fees are calculated monthly and billed quarterly, based on the average capital base. Fees are negotiable.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Guggenheim Investment Advisors, LLC
April 2024 - Present · 2 yrs
Previous Registrations
Alvarium Investment Advisors (US), INC.
June 2010 - January 2024 · 13 yrs 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.